What's up kyle, greatings from Colombia. I have a cuestion. When you make the integration between the form and the document, and create a field to long text, and paste a imagen there, then in the document of word, that imagen going to appears there or not?. I have this cuestion because in others platforms only appears the name of the imagen but not the picture, for example: "img_00002".
Thank you! Seems to be a very useful set of tools. I plan to get a demo license of formstack to test , but is there a logic builder that can do cross-reference lookups in a data set? What I mean is, in your example, if each time someone chose a genre, it would create 5 or 6 different fixed variables based on the selection of the genre. I would want this to enable the user to just choose a single variable (the state they are from) in a drop down, then the resulting document would receive a detailed address/city/zip (multiple fields) for my company based on that choice.
Yes. There may be setting to update in your delivery (I can’t remember off hand) - but I have several automations that include the uploaded files in the compiled document that gets emailed - assuming they are a typical file type (png, jpg, doc, pdf, xls, ppt, etc.). If you want to take things further, this course could help : www.nocodecollab.com/university Check it out!
Thank you Kyle - I am curious to know how I would have the document push to Trello from Formstack Documents, rather than sending me an email with attachment. Is this doable?
In this case I would look at using a different delivery method on the document - likely a webhook, as I’m not sure if they have a built in Trello integration. Then you’d look to use a tool like Zapier or Make to take the document from the webhook, and then push it to Trello.
Would this be a good solution if I want to create a custom story book based on inputs from an online form? Would I then be able to automatically email the finished story out?
Question: if I need a document that has certain editable fields(ex: logo or a word throughout the document) is formstack forms the best platform or should I be looking elsewhere? Asking because I see your example as a process that is routed internally not a document that gets edited and saved elsewhere(ex: user desktop).
Formstack could definitely work. Here is how it would work if you used Formstack… 1. You create your document in word/excel/PowerPoint and load it into Formstack. (You add {$tags} where you want the word / logo swapped in). 2. You create an online form (most easily in Formstack) that collects the word/logo you need added throughout. 3. You hook up step 2 to step 1. 4. Whenever you need the document, you fill out the online form (step 2) and the final document will be saved or emailed to you.
Hi Kyle! Thank you for producing this type of content. It's very helpful! I do have a question: when you mention that the final document (containing data from the form) can be emailed to any contact, can this be triggered by logic and work off information on the form? For example, one of the form questions is a drop-down with "A, B, C, and D" options and I'd email the final form to one email address if the answer was "A", email to a different address if the answer was "B," and so on.. do you know if that can be done? Thanks again!
hello, i followed every step but i didnt receive any email but when i went to submission tab i get an error message "Looks like an integration has failed on one of your submissions. The submission will appear with a red background in the table below." please what can i do??
Yep! You need to do some prep on the PDF document though - in a tool like Adobe. Basically, in the editing software you need to make sure you have fillable fields and have given each fillable field a unique name. Once every one of your fields has a unique name, then you load that PDF file into Formstack Documents. Then, in Formstack Forms, you can set up your integration and it should show the field names you added to the PDF document. Here is an article with more info: www.formstack.com/resources/blog-how-to-create-a-fillable-pdf-in-3-easy-steps
hello kyle, thank you for this video. thie knowledge in this video got me a job at formstack
Thank you Kyle - Your explanation was clear and complete
Wonderful! Glad it helped!
What's up kyle, greatings from Colombia. I have a cuestion. When you make the integration between the form and the document, and create a field to long text, and paste a imagen there, then in the document of word, that imagen going to appears there or not?. I have this cuestion because in others platforms only appears the name of the imagen but not the picture, for example: "img_00002".
Thank you! Seems to be a very useful set of tools. I plan to get a demo license of formstack to test , but is there a logic builder that can do cross-reference lookups in a data set? What I mean is, in your example, if each time someone chose a genre, it would create 5 or 6 different fixed variables based on the selection of the genre.
I would want this to enable the user to just choose a single variable (the state they are from) in a drop down, then the resulting document would receive a detailed address/city/zip (multiple fields) for my company based on that choice.
Thank you for this video, Kyle! Very helpful!
If there was a file attachment to the submission, will it be sent to the email as well?
Yes. There may be setting to update in your delivery (I can’t remember off hand) - but I have several automations that include the uploaded files in the compiled document that gets emailed - assuming they are a typical file type (png, jpg, doc, pdf, xls, ppt, etc.).
If you want to take things further, this course could help : www.nocodecollab.com/university
Check it out!
Thank you Kyle - I am curious to know how I would have the document push to Trello from Formstack Documents, rather than sending me an email with attachment. Is this doable?
In this case I would look at using a different delivery method on the document - likely a webhook, as I’m not sure if they have a built in Trello integration. Then you’d look to use a tool like Zapier or Make to take the document from the webhook, and then push it to Trello.
Would this be a good solution if I want to create a custom story book based on inputs from an online form? Would I then be able to automatically email the finished story out?
Question: if I need a document that has certain editable fields(ex: logo or a word throughout the document) is formstack forms the best platform or should I be looking elsewhere? Asking because I see your example as a process that is routed internally not a document that gets edited and saved elsewhere(ex: user desktop).
Formstack could definitely work. Here is how it would work if you used Formstack…
1. You create your document in word/excel/PowerPoint and load it into Formstack. (You add {$tags} where you want the word / logo swapped in).
2. You create an online form (most easily in Formstack) that collects the word/logo you need added throughout.
3. You hook up step 2 to step 1.
4. Whenever you need the document, you fill out the online form (step 2) and the final document will be saved or emailed to you.
Hi Kyle! Thank you for producing this type of content. It's very helpful! I do have a question: when you mention that the final document (containing data from the form) can be emailed to any contact, can this be triggered by logic and work off information on the form? For example, one of the form questions is a drop-down with "A, B, C, and D" options and I'd email the final form to one email address if the answer was "A", email to a different address if the answer was "B," and so on.. do you know if that can be done? Thanks again!
hello, i followed every step but i didnt receive any email but when i went to submission tab i get an error message "Looks like an integration has failed on one of your submissions. The submission will appear with a red background in the table below." please what can i do??
Can I merge a form I created with an already existing pdf document? This is for a law firm.
Yep! You need to do some prep on the PDF document though - in a tool like Adobe. Basically, in the editing software you need to make sure you have fillable fields and have given each fillable field a unique name. Once every one of your fields has a unique name, then you load that PDF file into Formstack Documents. Then, in Formstack Forms, you can set up your integration and it should show the field names you added to the PDF document.
Here is an article with more info: www.formstack.com/resources/blog-how-to-create-a-fillable-pdf-in-3-easy-steps