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Form Settings: PDF Format Configuration

Configure how a form’s generated PDF is produced, along with related form behaviors and access controls.

K
Written by Katey
Updated this week

General

  • Paginate sections when accessing on mobile

    • Toggle pagination for mobile.

  • Allow edits after form submission

    • Toggle permission for post‑submission edits.

    • Default: On.

  • Auto-group tasks on work order

    • Action: Toggle to enable work order task grouping; reveals:

      • Boards: Select a board for your work order to be assigned.

      • Assign Work Order to Region: Choose a default region for your generated work order.

  • Honor visibility chaining

    • Toggle to honor conditional visibility.

  • Online only form submission

    • Toggle to require an online connection at submit.

  • Collaborative Form

    • Toggle collaborative editing.

    • Note: PDFs list who edited each question per question to increase visibility and accountability.

  • Auto Open Scanner

    • Toggle to auto‑launch the device scanner when eligible.

PDF

  • Generate cover page

    • Toggle to include a cover page.

  • Use info header on every form page

    • Toggle; Configure Header opens header configuration.

  • Use customized footer

    • Toggle; Configure Footer opens footer configuration.

  • Display Selected Region in Header

    • Toggle; choose a Region to display.

  • Color code select button question responses on PDF

    • Toggle color coding for supported responses.

  • Exclude selected response colors from PDF

    • Select colors to omit from output.

  • Photo size

    • Choose Large Photo, Medium Photo, or Small Photo.

    • Default: Large Photo.

  • Display photos only in an appendix section after form

    • Toggle to move photos to an appendix.

    • Default: On.

  • Show previous submissions

    • Select which previous submissions to include.

Access

  • User role access

    • Toggle to restrict access by role; use the multi‑select role picker.

    • Default: On with Administrator selected.

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