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Documentation Index

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The PDF Form Editor is a powerful feature in the Flow Builder that enables you to create fillable PDFs and substitute flow results such as chatflow responses and trigger outputs. It’s available as a source option under the PDF Trigger entity. PDF Form Editor
Perfect for creating dynamic documents like application forms, contracts, and personalized reports that automatically populate with customer data from your flows.

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Core Capabilities

Document Handling

  • Load and edit both fillable and non-fillable PDF documents
  • Download modified PDFs with form field annotations
  • Paginated viewing with zoom controls

Field Management

  • Create and manage form fields
  • Configure field substitutions using Flow Builder resources
  • Adjust field positions and sizes (move and resize)

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Supported Field Types

✅ Text Fields
  • Complete functionality for text input fields
  • Full customization and positioning control
  • Dynamic value substitution from flow data

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Form Field Management

The PDF Form Editor provides comprehensive field management capabilities:

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Adding and Editing Fields

  • Add new text fields to any location on the PDF
  • Modify existing field names for better organization
  • Remove unwanted form fields that aren’t needed
  • Adjust field positions and sizes with drag-and-drop interface

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Field Substitution Configuration

Map Flow Builder resources directly to form fields:
  • Insert chatflow responses into form fields
  • Use trigger data as field values
  • Dynamically populate forms based on flow execution
  • Set default values when resources are undefined
Use the Flow Builder resource view to easily configure which flow data should populate each form field.

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Field Substitution

The editor’s substitution feature allows you to create truly dynamic documents:
1

Select Field

Choose the form field you want to make dynamic
2

Configure Resource

Map the field to a Flow Builder resource (chatflow response, trigger output, etc.)
3

Set Defaults

Define fallback values when the resource is undefined
4

Test & Preview

Preview how the field will populate with actual flow data

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Page Navigation

  • Browse through multiple pages of your PDF
  • Adjust zoom levels for precise field placement
  • View page thumbnails for quick navigation

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Field Management Views

  • All Fields View: List all form fields across the entire document
  • Page Fields View: Show only form fields on the current page
  • Resource Mapping: Visual overview of all field substitutions

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Usage Example

Live Example

See the PDF Form Editor in action with our template example:PDF Form Template DemoNote: Requires Wizflow account access

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Current Limitations

Known LimitationsWhile the PDF Form Editor is powerful, please note these current limitations:
  • Radio button groups & dropdowns are not yet supported
  • Changing field types after creation is not available
  • Multi-widget support is not implemented
  • Cannot add custom text and elements directly in PDF
  • Images/files cannot be substituted in PDF forms
These features are actively being developed.

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Technical Implementation

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Field Widget Architecture

The editor currently supports one widget per form field, following PDF form standards:
How PDF Forms Work:
  • Each field serves as the data source
  • Widgets represent the visual instances of a field
  • Multiple widgets can share the same field value
  • Widgets can appear across different pages while maintaining synchronized values
Current Implementation:
  • One widget per form field for simplicity
  • Direct mapping between Flow Builder resources and field values
  • Automatic value synchronization across form instances

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Getting Started

To use the PDF Form Editor in your flows:
  1. Add PDF Trigger entity to your flow
  2. Select “PDF Form Editor” as the source option
  3. Upload your PDF (fillable or non-fillable)
  4. Create and configure form fields as needed
  5. Map flow resources to form fields for dynamic population
  6. Test your flow to ensure proper field substitution
Start with a simple PDF and a few text fields to get familiar with the interface before creating complex forms.

Need Help?

The PDF Form Editor is a powerful tool with many capabilities. If you need assistance setting up dynamic PDF forms for your specific use case, our support team can help guide you through the process.