Import Your Formstack Forms

For all you Formstack users out there, you are going to love this.  We have developed a way for you to easily import your Formstack form into the Document Builder!  It is really easy.  All you have to do is enter the URL of your Formstack form and we will grab the form, pull it into the builder, and replace the fields with field placeholders.  This means your PDF will look very similar to how your actual form looks.

How do you do this?  In the Document Builder, you will see a button on the right to insert a Website Form. 

import_form_btn.jpg

 

When you click that link it will popup a box for you to enter your form URL. 

import_form.jpg

 

We’ll take it from there!  Feel free to make changes – adding any supporting text to complete your document.

form_imported.jpg

After you import your form, login to Formstack and add the WebMerge integration to your form.  You will see the field placeholders that we generated – simply map those fieldnames to your Formstack fields.  That’s it!  Click here for a full example

Have more questions? Submit a request

11 Comments

  • Avatar
    Peter Nelson

    Apparently you can have your form password protected though before you import it, otherwise it appears that the only thing that gets added to the document builder is a password login box!

  • Avatar
    Peter Nelson

    Whoops, I meant to say "can't" in my previous comment... you can't have your form password protected prior to importing - right?

     

  • Avatar
    Jeremy Clarke

    Hi Peter,

    That is correct.  You will need to remove the password temporarily so our script can access the form to import it.

    Thanks!

  • Avatar
    Peter Nelson

    I must say that after having imported some Formstack forms via this method, the formatting results on the WebMerge document that gets generated were far from satisfying. I think a more useful approach would be to skip trying to replicate the entire Formstack form layout and simply generate a neat set of WebMerge field names and field descriptions that can then be easily manipulated in the Build Your Own document mode, sans having to remove all the extraneous and poorly rendered HTML formatting tags. I'd be happy with a single or two-column set of field descriptions and fieldnames smartly (no pun intended) laid out so that they can be easily reorganized. 

  • Avatar
    Jeremy Clarke

    Hi Peter,

    Unfortunately, everybody is going to have a different preference when it comes to importing their forms, so we have to stick with the default option of pulling in the HTML of the Formstack form.  If you are going to do a lot of re-organizing, it would probably be just as quick to build the page from scratch, inserting the fields as you go.

    Thank you for the feedback.

  • Avatar
    Peter Nelson

    Understood, but hoping you'd still consider a variation on the Formstack form import process that would allow the user to toggle between "import with HTML formatting" or "import field definitions only".  The only reason I mentioned the latter option is that I'm lazy and don't want to type in every field name from a complicated Formstack form that has lots of fields in it. ;-)

  • Avatar
    Jeremy Clarke

    Hi Peter,

    We have added the ability for you to choose if you want the entire form imported (with the same structure and styling as the Formstack form) or you can choose just to import the fields.  Importing the fields will generate a 1 column layout with the label of the field followed by the automatically generated field placeholder.

    Thanks!

  • Avatar
    Damon Poole

    Hi Jeremy, I tried to import my form from Formstack and I've ended up with something resembling scrambled eggs. How can I get some help understanding how to fix it?
    Thanks, Damon

  • Avatar
    Jeremy Clarke

    Hi Damon,

    Please submit a support ticket with a link to your Formstack form and we'll take a look!

    Thanks!

  • Avatar
    Barry Rosenzweig

    I'm using Formstack to send over my client's answers. But, I don't want my client to actually see the finished document. Is there a way I can prevent it from displaying?

    Edited by Barry Rosenzweig
  • Avatar
    Jeremy Clarke

    Hi Barry,

    There's a checkbox option on the Webmerge integration page inside Formstack, to redirect the user to the merged PDF. Can you please make sure that option is unchecked?

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