Creating PDF as an attachment on application form

Squiz Matrix Support
1

Hi all,


Can MySource Matrix Custom Form gathers all the input of the form, insert them into a PDF file, and attach it to an email?



Thank you!



Kevin

2

No. It cannot create PDFs from submitted content.

3

OK! Thanks, Greg.
4

Apart from PDF, is there any other file format that Squiz can copy the input values to, and attach it to the email?


Thank you!

5

No. The custom form does not attach the content in any packaged format. It only send the info as text in the email. It can package the response and save it in the TRIM record management system, but that is in addition to the email.

6

Oh, OK.

So the best approach is to create the application form on another server and make Squiz points the URL to it?

Thanks!
7

If you specifically need functionality Matrix does not provide, then that is an option for you, but you do lose the ability to create the form using the Matrix interface, and other form features like logging of submissions.

8

OK! Thanks for your help, Greg.

We do have a lot of strict rules on our application forms.
eg.
If value A is selected on select list 1, then you can only select values X,Y,Z in select list 2.
The option values are retrieved from the Database to fill the select list.
etc...
9

Hi Kevin.


You might want to consider the following possibility.



Each form submission is an asset, which can be formatted using a custom design to present as OOXML / WordXML, which opens up natively in Word. If you are looking to pursue this, the following steps are required:



a) Applying this custom design to the submissions folder

B) Apply a paint layout to the custom form

c) Customise the paint layout's type format for Form Submission assets



Read permissions may need to be applied on an asset level via trigger on the creating user.



I have found the WordXML format to be particularly verbose, but it is possible to output this format if necessary.



Best of luck!

Adam

10

Sounds good, but can you apply read permissions to submissions? I have the feeling that they are denied Public Read, and there is no easy way to change that?

11

[quote]Hi Kevin.


You might want to consider the following possibility.



Each form submission is an asset, which can be formatted using a custom design to present as OOXML / WordXML, which opens up natively in Word. If you are looking to pursue this, the following steps are required:



a) Applying this custom design to the submissions folder

B) Apply a paint layout to the custom form

c) Customise the paint layout's type format for Form Submission assets



Read permissions may need to be applied on an asset level via trigger on the creating user.



I have found the WordXML format to be particularly verbose, but it is possible to output this format if necessary.



Best of luck!

Adam[/quote]



Thank you so much for your reply, Adam.



Yes, I thought about using other file formats as well, but the client said that they must have the input in a PDF file as an attachment. <_<

12

When you create a Custom Form and Submission Folder gets created under it. You can change the permissions for all submissions from this folder.

For more information on the Submission Folder, refer to the MySource Matrix Custom Form manual.
13

Hi Deb,

The link to that manual there doesn't actually work ... I just get redirected to the Matrix site.

Cheers.
Dan.
14

The link works fine for me. It's also __data so there are no security restrictions.

15

Ah! Sorry. It was my fault. I don't know why I had a hosts entry for the Matrix website…


Thanks :slight_smile: