For an existing Workflow:
How to navigate through the Workflow editor
How to change the type of a PDF field
From the left side field editor, select an option from the How is this address formatted?
dropdown:
- Street, City, State, and Zip fields for an address that has a separate area on the PDF for all components.
- Line 1 and line 2 for an address that has one area on the PDF for the street address and another for the city, state, and zip.
- All in one field for an address that has one area on the PDF for all components. For addresses that are all in one, no further edits are necessary and your field is ready to be used.
For a Street, City, State, and Zip address:
Here we will assume the selected field for the Street
.
Click on the connect City field
button. Select another field on the PDF or draw a new field to map to.
Click on the connect State field
button. Select another field on the PDF or draw a new field to map to.
Click on the connect Zip field
button. Select another field on the PDF or draw a new field to map to.
How to connect a PDF field to a webform field
For a Line 1 and line 2 address:
Here we will assume the selected field for the Line 1
.
Click on the connect Line 2 field
button. Select another field on the PDF or draw a new field to map to.