Summary

This article covers exporting Forms and resolving formatting issues with exported Forms.

Note: Both completed and blank forms can be exported from the mobile app.

Caution: If forms were built using the web, be careful not to save the form in the app form builder. Doing so could cause form layout to change slightly. Simply opening the form for the purpose of printing the PDF will have no impact.

Mobile: 

Tapping the PDF button shown below will automatically open the PDF preview and export the PDF instantly to the iCloud Datatrak Direct folder (iOS only). No further action is needed. 

Output Example:

If the form content goes off the page due to the parent form design, it's relatively easy to create a targeted child form for the purpose of paper data entry. This way you can have separate layouts for PDF without impacting the validated electronic version.

To create a targeted PDF version of the form, follow these steps:

1. Create a PDF size option in the device dictionary. If paper width is 8 inches (accounting for .25 inch margins) and there are 100 dots per inch, then any forms targeting this size would screen width setting of 800 pixels wide. Dots per inch x paper width = CRF width.

2. Open the parent form in the form builder (don't tap save!). 

3. Open the form properties

4. Target the form to the PDF size option. A message will indicate when complete.  

5. Without tapping the save button on the parent form, open the form library list and select the newly created PDF child version of the form. 

6. Change the layout as desired for the paper version of the form. 300 DPI is generally a good setting to display.  You will know if your DPI setting is too low if you have your CRF cut off and are missing parts of pdf.

7. Save the changes

8. Tap the PDF export button described above. 

Need more help?

Please visit the Datatrak Contact Information page.