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swethab0005
Participating Frequently
Jun 6, 2025 8:12 PM UTC
Question

Editable PDF

Extract data from database tables and populate a PDF form. The PDF should contain editable and fillable dropdown fields that allow users to select values dynamically

    6 replies

    varuntejg243705
    varuntejg243705
    Inspiring
    Jun 9, 2025 5:20 AM UTC

    Hi,
    AFAIK, you can extract data from database tables and generate a PDF, but dynamically editable/fillable dropdowns inside the PDF itself (like a web form) is limited.

    For adding text you can use - [mention:cf597a11607a40d9bf2be7736b01ebc2:f7d226abd59f475c9d224a79e3f0ec07]

    But the fillable dropdowns functionality is not possible!!!

    swethab0005Author
    Participating Frequently
    Jun 9, 2025 3:25 PM UTC

    Hi, thank you for your response. I was wondering if it's possible to create a template with checkboxes and upload it to the documents. Is that something we can do?

    davidj137213
    davidj137213
    Brainy
    Jun 9, 2025 10:00 PM UTC

    YOu can try using a SAIL form, where the user fill the fields, and after that, replace that information in an HTML template, and convert it to pdf.

    harshas2775
    harshas2775
    Brainy
    Jun 10, 2025 10:41 AM UTC

    Given your use case you can check this plugin  Microsoft Document Editor . Using this you can have the users edit a word document from within Appian itself and once they are done then export that doc to pdf by using pdf tool plugin. 

    I personally have not explored the Microsoft document editor plugin but given your use case it might suit it very well.

    Happy to help. Even happier to optimize.
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