Multiple templates from single submission with Jet Form Builder

I am just getting started with E2PDF, and I am trying to figure out a the logic to go with a somewhat complicated JetFormBuilder form.

The form is a services application which has 5 pages. One of the pages is for income sources. The applicant may have zero income sources of they may have multiple. These income sources are submitted through a repeater field. Adding this to the income sources page of the main application is easy enough - just add %income_sources.0.income_provider%, %income_sources.1.income_provider%, etc to the corresponding fields on the template.

What I want to accomplish is using each of these income sources to generate an income verification form for each source. For example, if the individual has 3 income sources, I would end up with 4 pdfs - the main application, plus the 3 income verification forms. I could see processing this as a hook with a loop that iterates through the repeater to generate each verification form. Or I could see adding conditional actions which only fire if the specific iteration of the repeater exists.

Additionally, there are other forms I want to generate with each application. For example, I want to use the user submitted information to generate an acknowledgement letter which will fill in the user's information and attach it as an additional pdf. All told, I could potentially wind up with 10 distinct PDF documents which are submitted with the application.

Hello,

Multiple E2Pdf templates can be connected to the same form, so adding an additional acknowledgement letter should not be a problem. Regarding the repeater data, it may require some specific setup.

To better understand the best approach, could you please clarify the following:

- Will the PDFs have the same structure, with the only difference being the repeater data used?

- How do you plan to deliver the PDFs to the user: as email attachments or via a PDF download URL in the success message?

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>- Will the PDFs have the same structure, with the only difference being the repeater data used?
Yes, the Income Sources will all use the same PDF template to insert the specific repeater field (ie employer_name, employer_address, employer_phone). And then give the pdf a name of verification_%employer_name%.pdf.

>- How do you plan to deliver the PDFs to the user:
PDFs will be delivered to the user by email, which raises the additional issue of how do I properly collect all of the generated PDFs from the submission and attach them to the email. For example, I might have application_%applicant_name%_yyyy-mm-dd.pdf, acknowledgement_%applicant_name%.pdf, plus the income verification PDFs.

Thank you for your help understanding this.

Thank you for the clarification. You can try the following setup:

1. Update the plugin to the latest RC version 1.31.01: https://e2pdf.com/docs/install#rc-version.

2. In the template that needs to use separate values from the repeater field, use the following format:

%income_sources.[e2pdf-arg1].income_provider%

3. Add the shortcodes to the email body as follows:

[e2pdf-attachment id="1" arg1="0"]
[e2pdf-attachment id="1" arg1="1"]
[e2pdf-attachment id="1" arg1="2"]

and so on, where "1" is the ID of your E2Pdf template.

Screenshot 1.

4. Configure the Global Action in the E2Pdf template to process the [e2pdf-attachment] shortcode only when %income_sources.[e2pdf-arg1].income_provider% is not empty.

Screenshot 2.

5. The PDF file name can be set in the same way if you need to use a value from the repeater field or any other for example:

%income_sources.[e2pdf-arg1].income_provider%

Screenshot 3.

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Thank you for this. I think I understand the logic. I will follow-up in a few days if I have any issues.

After working through this, I do have a follow-up question: Can I use the same template for multiple instances of the repeater - for example, if there are 4 income sources can I use just 1 template to create all 4 files or would I need a separate template for each of the e2pdf-args?

Hello,

You can use the same (single) E2Pdf template, as shown in our example. Since it will be used with different arguments, the shortcodes within the E2Pdf template will use these dynamic arguments to render the output.

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