> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wizflow.io/llms.txt
> Use this file to discover all available pages before exploring further.

# PDF Form Editor

> Create and edit fillable PDFs with dynamic field substitution in Flow Builder

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.

<img src="https://mintcdn.com/dreamplan-d87d53ea/fQ6PtUEk9v3U_BHr/resources/pdfform.gif?s=bf0bd2efbc6d552324bc9e5fa55705f2" alt="PDF Form Editor" width="800" height="419" data-path="resources/pdfform.gif" />

<Note>
  Perfect for creating dynamic documents like application forms, contracts, and personalized reports that automatically populate with customer data from your flows.
</Note>

## Core Capabilities

<CardGroup cols={2}>
  <Card title="Document Handling" icon="file-pdf">
    * Load and edit both fillable and non-fillable PDF documents
    * Download modified PDFs with form field annotations
    * Paginated viewing with zoom controls
  </Card>

  <Card title="Field Management" icon="user-pen">
    * Create and manage form fields
    * Configure field substitutions using Flow Builder resources
    * Adjust field positions and sizes (move and resize)
  </Card>
</CardGroup>

## Supported Field Types

<Tabs>
  <Tab title="Fully Supported">
    ✅ **Text Fields**

    * Complete functionality for text input fields
    * Full customization and positioning control
    * Dynamic value substitution from flow data
  </Tab>

  <Tab title="Limited Support">
    ⚠️ **Checkboxes (Limited)**

    * Basic checkbox functionality available
    * Full checkbox support coming soon
  </Tab>

  <Tab title="Coming Soon">
    ❌ **Not Yet Supported**

    * Radio button groups
    * Dropdown menus
    * Full checkbox functionality

    *These field types are on our development roadmap.*
  </Tab>
</Tabs>

## Form Field Management

The PDF Form Editor provides comprehensive field management capabilities:

### 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

### 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

<Tip>
  Use the Flow Builder resource view to easily configure which flow data should populate each form field.
</Tip>

## Field Substitution

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

<Steps>
  <Step title="Select Field">
    Choose the form field you want to make dynamic
  </Step>

  <Step title="Configure Resource">
    Map the field to a Flow Builder resource (chatflow response, trigger output, etc.)
  </Step>

  <Step title="Set Defaults">
    Define fallback values when the resource is undefined
  </Step>

  <Step title="Test & Preview">
    Preview how the field will populate with actual flow data
  </Step>
</Steps>

## Navigation and Controls

### Page Navigation

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

### 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

## Usage Example

<Card title="Live Example" icon="external-link">
  See the PDF Form Editor in action with our template example:

  [PDF Form Template Demo](https://b2b-dev.dreamplan.io/dashboard/template-builder/remote/ei5-CA_6x-2MrcD_ooAsh)

  *Note: Requires Wizflow account access*
</Card>

## Current Limitations

<Warning>
  **Known Limitations**

  While 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.*
</Warning>

## Technical Implementation

### Field Widget Architecture

The editor currently supports one widget per form field, following PDF form standards:

<Accordion title="Understanding PDF Form Structure">
  **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
</Accordion>

## 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

<Tip>
  Start with a simple PDF and a few text fields to get familiar with the interface before creating complex forms.
</Tip>

***

## Related Features

* [PDF Trigger Entity](/features/entities-overview) - Technical implementation details
* [Flow Builder Basics](/features/flow-builder-basics) - General flow building concepts

<Card title="Need Help?" icon="question-mark-circle">
  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.
</Card>