Import Your Formstack Forms

Want to automatically generate documents using fields on your Formstack forms? We’ve developed a solution that makes it easy to import your Formstack form fields directly into the Document Builder! 

All you have to do is enter the URL of your Formstack form. This will allow Formstack Documents to drop merge tags into your document based on the fields on your form. The resulting PDF will look very similar to your form.

Here’s how it works. In the Document Builder, select Insert which you will find in the navigation on the right hand side of your screen. Choose Website Form.Screen_Shot_2020-12-18_at_12.13.38_PM.png

 

When you select Website Form, a popup will appear and ask you to enter your form URL. 

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Formstack Documents will then automatically populate your document with merge tags. Using the document builder, you can easily make changes and add any supporting text, images, or brand elements to your document.

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After you import your form, you’ll need to login to your Formstack Forms account and add the Formstack Documents integration. You will see the field placeholders that we generated—simply map those field names to your Formstack fields and you’re done! 

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12 comments
  • 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!

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

     

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  • Hi Peter,

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

    Thanks!

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  • 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. 

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  • 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.

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  • 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. ;-)

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  • 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!

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  • 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

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  • Hi Damon,

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

    Thanks!

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  • 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?

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  • 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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  • Greetings! In Formstack I have created an assessment tool for couples. To get the two assessments on the same page, I have been exporting the two reports into Excell to create a 3 column document: Question | spouse A answer | spouse B answer. Am I able to import two identical Formstack forms into Webmerge to create a three column document formatted the way I want it?

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