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swethab0005
June 6, 2025
Question

Editable PDF

  • June 6, 2025
  • 6 replies
  • 0 views

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
    June 9, 2025

    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!!!

    S
    swethab0005Author
    June 9, 2025

    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
    June 9, 2025

    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
    June 10, 2025

    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.

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