Form PDF Print Template

Each form can have a template that generates a PDF for every form response. The template is a rich text surface where you mix fixed text with dynamic placeholders that are replaced with values from the current form response at render time.

When to use this

• You want to print or email form responses as a formatted PDF
• You need a receipt, certificate, or contract generated automatically
• You want to combine the parent form and all subform responses into a single document
• You want every PDF to have a consistent layout — logo, headings, tables

How it works

The print template is a WYSIWYG editor stored per form. When a user chooses to print or export a form response, the template is rendered against the response — placeholders are replaced with field values, then a PDF is generated.

Find the print template

Open Print template from the form menu. You get a WYSIWYG editor with formatting, lists, tables, images, and links — and an insert menu for placeholders.

Editor features

Feature	Description
Bold, italic, underline	Standard formatting on selected text.
Alignment	Left, center, right.
Font and size	Pick typeface and font size.
Color and background color	Color text and background.
Lists	Numbered and bullet lists.
Link	Add hyperlinks.
Image	Insert images.
Table	Insert and edit tables.
Horizontal rule	Horizontal divider.
Remove formatting	Strips formatting from selected text.
Code	Edit raw HTML — useful for advanced layout tweaks.
Insert field	Opens the placeholder menu.

Placeholders

Use the Insert field button in the editor toolbar to drop in placeholders. At render time, they're replaced with values from the current form response.

Placeholder	What it becomes
{formName}	The form's name.
{createdDate}	The date the response was created.
{formContentGuid}	The response's unique ID.
{GroupName:FieldName:name(...)}	The field's name (label).
{GroupName:FieldName:value(...)}	The field's value.
{subform:N}	A complete table of a subform's responses. N is the subform's reference ID and is filled in automatically by the insert menu.

TIP

Always use the Insert field menu rather than writing placeholders by hand. The menu fills in exact group names, field names, and reference IDs — and keeps the template in sync if you change structure.

Subforms in the template

If the form has subforms, each subform appears in the Insert field menu under Subform. Click a subform to insert {subform:N} — at render time the placeholder is replaced with a table of every response in that subform belonging to the current parent response.

Use cases

• Receipts — receipt number, date, total, and customer details rendered in a standard layout.
• Inspection reports — main fields + a defects table via {subform:N} and a signature at the bottom.
• Contracts — fixed contract text + dynamic parties, dates, and amounts filled from the form.
• Certificates — descriptive text + fields like name, date, and qualification from the form response.

Example

Scenario: You want every inspection to be printable as a PDF with a header, field values from the parent form, a table of every defect from the Defects subform, and a date at the bottom.

1. Open Print template for the Inspection form.
2. Type Inspection report and format it as Heading 1.
3. Type Inspection: and click Insert field → General → Location → Value. The placeholder {General:Location:value(...)} is inserted.
4. Add a new line Inspector: and insert General → Inspector → Value.
5. Type a sub-heading Defects.
6. Click Insert field → Subform → Defects. The {subform:N} placeholder is inserted.
7. Finish with text like Generated followed by Insert field → {createdDate}.
8. Save the template.

When a user prints an inspection response, a PDF is generated with the header, location, inspector, a table of every defect, and the generation date.

Tips

TIP

Use tables for fields that go together — for example customer name, address, and phone on the same row. Tables render consistently in the PDF regardless of text length.

TIP

Drop a logo as an image at the top of the template. The image is stored with the template and follows every generated PDF.

TIP

Use the {subform:N} placeholder to list every subform response as a table — for example all defects in an inspection or all order lines on an order.

Common mistakes

WARNING

Placeholders are case-sensitive and must match exact group and field names. If you rename a group or field, you must update the template — always use the Insert field menu instead of typing them by hand.

WARNING

The {subform:N} placeholder gives a table of every response in the subform. If you only want specific fields from the subform you need to edit the template in Code mode to remove columns.

WARNING

If a placeholder points at a field that has been deleted, it renders as empty text in the PDF. Review the template after major structure changes in the form.