Creating signable form with ultimate goal of PDF

By: Rob LeVine | Asked: 01/05/2023
ForumsCategory: How-toCreating signable form with ultimate goal of PDF
Rob LeVineRob LeVine asked 1 year ago
I'm embarking on a new journey here and looking for any tips from people who've done something like this before.  It's kind of a two-part question   I have a service in which two parties are involved. let's call them Shipper & Receiver.  The form used for setting up the service is quite long.  When the Shipper & Received are matched, I need to take information from the service entry, plus information from other form entries (e.g., company logos) and create a document (let's call it "Agreement") that both users can sign online and once both signatures have been added, a PDF is generated and made available to both parties.   My thought for Step 1 is to create a new form called "Agreement" and once the match occurs, I create a new entry and copy into it all the necessary information from the other form entries.  Does that sound wise? Step 2 (question 2), creating the PDF, is eluding me, because of all the "special things" needed to display, such as the company logos and a repeater of dynamic length (i.e., is at least 2 and could be 10 or more items).  I've looked at e2PDF and it seems like I can get part of the way there but not all the way.  If I create a PDF template and assign form fields to it, I don't see how I work the dynamic-length repeater into it such that the fields below it don't get overrun.  If I don't use a template, then I'm just going to get a PDF of the form itself and it's not very pretty.
Victor Font replied 1 year ago

You could output a view to PDF.

Bobby Clapp replied 1 year ago

There continues to be no great PDF solution. The closest I've ever seen produced is with html2pdf

Even then it's just so much work...

Rob LeVineRob LeVine replied 1 year ago

Thanks @Victor Font and @Bobby Clapp - I think that I might have come up with my own solution. I create an e2PDF template and then fill it with "HTML objects", each of which has as its content a shortcode to a custom PHP program that generates the HTML that is displayed. I make use of the e2pdf_model_shortcode_url_data filter to pass the entry id via the URL so my PHP code can get it from the $_GET variable. So far so good.

I've used html2pdf before and will revisit to see if it'll work better than my solution.

Bobby Clapp replied 1 year ago

Thanks for sharing, Rob.

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