I need help with including HTML fields in email actions & PDF downloads of form entries

By: Matt Stanley | Asked: 04/11/2023
ForumsCategory: How-toI need help with including HTML fields in email actions & PDF downloads of form entries
Matt Stanley asked 1 year ago
Hey everybody, I'm creating a dynamic website development project Brief Builder that requires the use of both data fields AND HTML field items. The HTML fields are almost always shown based on conditional logic related to how specific data fields are answered. When the form has been completely filled out I need the entries to show both the data fields and their answers as well as the HTML fields. The HTML fields are being used to provide explicit instructions to our design & development team. Those fields are very customized to each project based on a number of variables that require different scopes of work or WAYS of doing projects. By default, Formidable uses HTML fields only for on-form content within a page and does NOT include it in the entries. Given what I'm trying to accomplish that is a big problem because the HTML field content is just as important as the data fields.  Formidable support suggested that I use the include_extras parameter (https://formidableforms.com/knowledgebase/pdfs/#kb-parameters) to include the HTML in my email action and PDF file export.  I'm a pretty tech-savvy guy, but I have no clue how to implement this suggestion, and I could really use more precise, step-by-step help.  The only alternative to what I'm trying to accomplish the way I started out would be to create a View, but that's a lot more/extra work I'd prefer to avoid. And a third alternative would be to use a Paragraph field element, formatted as Rich Text, and setting it to Read Only with the default value filled in. That workaround would also require re-work.  I'd prefer to keep this as simple and elegant as possible by using the HTML element but I just don't know how.
Rob LeVineRob LeVine replied 1 year ago

The link you refer to is for PDFs. Is that the output you're looking to generate? I'm trying to understand exactly how the process works. Is it 1. User fills out a form, 2. User clicks Submit, 3. Information is sent to the teams?

1 Answers
Bobby Clapp answered 1 year ago
As per the linked documentation, [frm-pdf include_extras="html"] would include all HTML fields in your PDF. You might then use [frm-pdf include_extras="html" exclude_fields="10,15"] if you wanted to drop a specific HTML field.
Hilke Giles replied 11 months ago

<p>Hi Bobby, I have exactly the same question as Matt. I am very new to Formidable Forms so could you please let me know where I would add the code you suggest? Also, what linked documentation are you referring to? Thank you very much, Hilke</p>

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