Many forms will ask initial questions that determine what information needs to be returned later down the line.
IF “this particular circumstance”, THEN tell me more about “this specific thing”.
IF “this other circumstance”, THEN tell me about “this other thing” instead.
An example of this would be documents that require both a mailing and billing address. When a unique billing address isn’t available, then the mailing address should be filled out in the billing address section.
Anvil makes it easy to apply selection logic to your PDF fields to automatically fill in the appropriate address in your PDF. We’ll show you how straightforward it is to set this up by leveraging layered PDF fields.
Before you start setting up your PDF field logic, add Webform field and page logic first. Webform logic can help you create guided experiences for your customers– ensuring that they’re only asked relevant questions.
Learn how to leverage Webform field and page logic with these articles:
- Webform field logic: apply logical conditions to single questions.
- Webform page logic: apply the same logical conditions to an entire set of questions.
Once you’ve streamlined your Webforms, you’re ready to set up PDF logic to dynamically determine what information fills your PDF.
If you already know how to add PDF field logic, then this tutorial will take you to the next level. We’ll cover additional tips and tricks to help speed up your PDF configuration process:
- Keyboard shortcuts to speed up PDF template creation.
- Adding PDF field logic to dynamically fill your PDF with relevant information.
- Aligning fields to create a clean document.
- An example of the resulting PDFs
While this tutorial specifically demonstrates filling in a postal form, you can use the same technique with any of your documents to dynamically determine what information fills specific fields and which signer should sign.
If what you’re trying to accomplish is more complex and you’re stacking an unruly number of PDF fields, we recommend checking out the complex logic examples included in our JSON editor guide instead.