Submitted Form Added to Column as PDF

Platform discussions
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When a form is submitted, is it possible for it to be automatically added to a column as a pdf?

I would like to connect that column to another board, so the pdfs can be easily viewed while looking at separate board information for a different form. (One form is an application and the other form is a reimbursement approval. They need to be viewed/referenced together if possible!)

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Hey Jackie!

Charlotte here with the monday team!

While you won’t be able to automate it, you can download a form response as a PDF using the Form Response Viewer. To download a form submission as a PDF, click on the “Save as PDF” button on the top of the view.

Additionally, I am wondering if perhaps having Connect Boards Columns and Mirror Columns showing the info from your first board’s form submission to the other board would be helpful and create more cohesion.

Let us know what you think!

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Hi @JWOOD !

You can use the app DocExport PDF Generator to create a PDF in your own design including information from a form response. If you combine it with the monday automation “When item created”, you can completely automate the process.

After a form submission, a PDF will be created and automatically attached to a file column.
From there, you can connect the boards and mirror this column into other boards as Charlotte mentioned.

Here’s a quick video tutorial of how to set it up. It’s for the use case ‘Event Ticket’, but t’s a similar use case with the same logic. After form submission, a PDF ticket should be created and placed in a file column:

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For the life of me, I cannot get the emails to go out. I have done all the steps in this video. I created the automation so that when an item is created, it changes the status to Done. And when that Status is changed to done, it creates the PDF. Any known issues with this?

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Hi Joseph,

We’ve checked the logs on our side and all emails were sent out just fine. However, we hit a snag with your emails — it bounced back as a ‘Hard Bounce,’ meaning it didn’t make it to your inbox. That’s usually the case if there’s a typo in the email address or blocked from your side.

We will provide you with further details through a support ticket due to privacy reasons.

Thanks,
Johannes

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This is a very convoluted process.

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Hi @asktiedavis ,
we included multiple features like use of signature, QR code, email to client, etc. in one workflow.
If you don’t need of all of them, it’s getting simpler.

What your use case?

Feel free to reach out to us and we’re happy to help: support@docexport.com

Many thanks,
Johannes

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Yes, this is definitely possible! :raising_hands:

With The PDF Maker, when a form is submitted (via WorkForms or any connected tool), a new item is created on your board — and that can automatically trigger a PDF to be generated using the form data.

:white_check_mark: The generated PDF is then automatically added to a file column on that same item.
:white_check_mark: You can connect that column to another board using Monday’s connected boards + mirror column setup — so you can view the PDF on multiple boards.
:white_check_mark: Perfect for workflows like yours, where applications and approvals live on different boards but need to be referenced together.

So yes — each time there’s a new entry, a new PDF is created and stored right where you need it(within the coloumn), without downloading or manual uploading.

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Hi @JWOOD!

You can achieve this by using the DocCreate app, which lets you generate custom-designed PDFs using data submitted through a form.

With DocCreate, you can:

  • Automatically generate documents using your board data :counterclockwise_arrows_button:
  • Customize layouts with your branding, logos, headers, and footers :artist_palette:
  • Embed images directly from your boards for richer, more visual documents :framed_picture:
  • Pull data from multiple columns, connected boards, or subitems :link:
  • Save generated documents directly into file columns on your boards :open_file_folder:
  • Automate document creation triggered by item updates or form submissions :gear:
  • Send the generated document automatically via email to clients or stakeholders :envelope:

It’s a great way to eliminate manual exports— all within your monday workflow. :rocket:

Here’s a quick demo to see it in action: :play_button:
Watch Demo

And if you want to try it out, here’s the install link: :down_arrow:
Install DocCreate