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Add membership card (PDF attachment) to formidable forms

Written by WMWL Support on . Posted in Formidable.

This is a great use case for a Formidable Forms View, but to send it as a reliable attachment, you’ll need the Formidable Forms PDF Add-on (which is typically available with their Business or Elite plans).

Here’s the general process using the PDF Add-on:

 

1. Ensure the View Displays a Single Entry

 

Your membership card view needs to display the data for only the entry that was just submitted. You likely already have this set up by using a filter in your View settings like:

  • Filter entries: Entry ID equals [get param=entry_id]
  • Or, if you’re redirecting with a custom URL after form submission, make sure the View is set to display a single entry based on the entry’s key or ID.

 

2. Configure the PDF Generation to Use Your View

 

The PDF Add-on lets you generate a PDF from either the raw entry data or a specific View. To use your custom-designed membership card View:

  1. Go to your form’s Settings $\rightarrow$ Actions & Notifications.
  2. Edit the Email Notification that you want the PDF attached to (this would typically be the confirmation email sent to the person who filled out the form).
  3. Scroll down to the Attach PDF of entry to email option and toggle it on.
  4. If Formidable Forms provides a setting to choose the PDF Template or View for the attachment in the email action settings, select your membership card View.

 

3. Use the frm_pdfs_email_attachment_args Hook (If a Setting Isn’t Available)

 

If there is no direct setting in the Email Notification to select the View, you’ll need to add a small snippet of PHP code to your child theme’s functions.php file to tell the PDF generator to use your specific View for that email notification.

PHP

<?php
// Apply a Formidable Forms view for the attached PDF in email.
add_filter( ‘frm_pdfs_email_attachment_args’, ‘add_view_to_attached_pdf’, 10, 2 );
function add_view_to_attached_pdf( $pdf_args, $args ) {
// CHANGE ‘5’ to the ID of the Form
if ( $args[‘form’]->id == 5 ) {
// CHANGE ’10’ to the ID of your Membership Card View
$pdf_args[‘view’] = 10;
// This ensures the PDF shows the detail of the current entry
$pdf_args[‘id’] = $args[‘entry’]->id;
return $pdf_args;
}
return $pdf_args;
}

// Add any other custom functions below this line
  • Change 5 to the ID of the form that generates the membership card.
  • Change 10 to the ID of your Formidable View that looks like the membership card.

 

 

 

In the view make a filter

 

entry id equals [get param=entry]

 

and in the grid advance settings limit 1