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Status Planned
Categories Form Designer
Created by Nicholas Kotze
Created on Aug 26, 2021

Create PDF Rule of Completed Form

The ability from a form rule to create a PDF of the completed form.

Often on submit customers want to save a copy of the completed form itself in PDF format to a document store for record keep purposes.

Developers don't want to create a separate report for this purpose, a quick and dirty print to PDF that looks reasonably clean will tick the box for this requirement for auditability requirements.

The document should then be made available within the workflow to save away accordingly in a workflow event.
    Sep 7, 2022
    Thank you for your votes and feedback. Ā We are now going to plan for supporting this capability.
  • Attach files
  • Heidi Viljoen
    Aug 21, 2023

    I would also like to follow up on this request. Is there an expected time-line?

  • Guest
    Jan 16, 2023


    Is the second part of this idea planned?

    I have a use case where the pdf version of the form is required to be emailed to the form submitter after submission (print to pdf after submission isn't adequate for my use case, neither is doc gen), the pdf is also required to be stored.

    An update on whether this is planned or not would be great (I can't see it in the current roadmap).

    Thanks šŸ˜Š

  • Brady
    Dec 15, 2022


    My assumption has been that this request is linked with the roadmap entry for Q4 of this year: "Enhancements include a new Button control and enabling printing of completed form". There's now the ability to allow the form filler to print their own form after it has been submitted. However, we're needing this PDF to be available to the workflow for other needs (email, storage, obtaining signatures, etc...), as per the original idea. Would Nintex be able to chime in and say whether this is still planned?

    Thank you!

  • Tim Desmond
    Nov 23, 2022

    We really need this especailly when you can not use the document generation with Multi-choice fields....
    Would be good to see this soon as the document I will be creating plans on having more than 10 submission per day X 52 weeks a year in a clinic.

    Manually doing it just isnt an option.

  • Unknown Unknown
    Sep 7, 2022
    We also need this. With a long, complex form, it would take too long to generate a document and tag every input.
  • Anne Collier
    Sep 7, 2022
    If this does get done, it would be great if it included the ability to set page breaks like the old version did.
  • Vinesh Gramny
    Sep 7, 2022
    Nintex this is key for us to save a completed form in PDF. Its an audit requirement for our business. I understand DOC gen is there but it comes at a cost. How many more votes to add this feature?
    1 reply