Feature Request: Workflows Task: Option to add Task fields into PDF

I am having difficulty adding the Task response Form data elements to a customize pdf in order for the pdf to be send to parties with those elements, followed all the directions and there are no Task response form data elements in the pdf editor. I feel like I need someone to look at my workflow and see whats missing

Hi Jazmin,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

It sounds like you're having trouble adding Task response form data elements to your customized PDF in the PDF Editor. Here’s how to address this:

1. Open PDF Editor and select Add Elements in the upper-left corner.
2. Go to Form Fields on the left pane and choose the Task response form data elements you want to add to your PDF.
3. Drag and drop those elements into your PDF layout to include them.
4. Customize the layout and style using the PDF Designer options on the right.
5. Save your PDF design before using it in your workflow.

If the Task response form data elements do not appear, ensure that the form fields are properly linked and that you are editing the correct PDF document associated with your form.

Also, verify your workflow setup to confirm the PDF element is correctly added and configured to send the customized PDF with those elements.

Give it a try and let us know how it goes.

Best regards,
Jotform Support

Hi Jazmin,

I understand you want to add the Task field in the PDF. Currently, only the form fields can be added to the PDF. Fields from the Task element in Workflow are not yet supported. While the feature you're looking for isn't available at Jotform right now, we've gone ahead and escalated your request to our developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

Thanks for your patience and understanding, we appreciate it.



ok thanks