Create pdf or docx for each Typeform response
This article will show you how to create super easily pdf or docx files based on the responses to your Typeform questionnaires with docMaker.
In this article you’ll learn how to:
Create a new workflow
Customise a docx template with the form answers as variables
Turn on the workflow
1. Create a new workflow and select Typeform source
First, once you've created your account on docMaker, go into the dashboard and go ahead to the workflows section, then add a new workflow with a Typeform source.
This will add a first step to your workflow.
In this step you have to connect your Typeform account: click on the "connect Typeform" button, and provide the required information.
Now you can choose the form that you're going to use for this workflow.
2. Customise a docx template with the form answers as variables
When the form is connected to the workflow, go back to your workflow and add a new step, and in this step add a template. The template must be a Docx file:
- you can either upload your template to your Google Drive and then paste the Google Drive link into docMaker (easier for online edit of the template). Make sure that your file is shared with "anyone with the link", with editor rights
- or you can directly upload the Docx file to docMaker.
You can noiw enter a template name. docMaker is going to give a template ID to make sure that there are no duplicates in IDs.
Paste your file URL and click on save. You can see that the template has been added and a new step was added in your workflow.
Click on this new step and you can see that on the right hand side you can get all of the questions from your Typeform and the list of variables (or tags) corresponding to each question.
The tags represent the place where the response to this question is going to be used in the in the template.
You can choose in which format to insert each tag into the document.
When clicking on the "copy" button, docMaker adds curly braces, that's how we represent the variables in the document.
It's very important that you choose the format before clicking on copy because the tag will be different, as you can see with the list tag below, which consists of 3 parts :
the opening tag
the list itself
the closing tag
You can use a condition type of tag. And you will see that conditions are also loops. Everything between those two tags will be visible if the client answers yes and not visible if the client answers no.
You can give a name to your output file using the variables on the right hand side.
Of course, only text, numbers and date types of variables can be used for the title
. The result file can be a PDF file or a docx file. (toggle button)
3. Turn on the workflow
Eventually, you have to publish your changes, by pressing the "Publish" buttton in the top right corner.
Every time you change things in your workflow, you have to publish the changes to make sure that docMaker is up to date with all the latest settings that you have created.
Now you are all set! 🎉
Every time this form will be submitted, a pdf will automatically be generated.
Move to the result section and hit "Refresh" to see the results of your workflow.
If you click on any line, you will see the details of the request which was received by docMkaker from Typeform.
So this way you can see exactly what your users have answered in the form.
You can also open each result file individually, or zip and download all of them by clicking the download button.
Next, in your workflow you can use the result files in additional steps:
to send it to a Webhook URL
to send it as attachment in an email
We hope you will enjoy using docMaker together with Typeform!
We are always available to help you: support@docmaker.co.
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