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Send PDFs Upon Submit?

  1. keethgee
    Member

    Can I configure Gravity Forms so that a person can select multiple PDF documents they want sent to the email address they provide, and then those PDFs are sent automatically to them upon pressing the Submit button...while a copy of the request is sent to my client's email to know that the transaction took place?

    If so, can you point me to where that configured?

    Posted 12 years ago on Friday June 15, 2012 | Permalink
  2. Are you using the file upload field on your form? Do you have a link to your form and do you have notifications setup for the form yet?

    Posted 12 years ago on Friday June 15, 2012 | Permalink
  3. keethgee
    Member

    No Rob, I haven't built the form because it's theoretical at the moment and I'm going to a client meeting soon...and the client will want to know if I can build this form.

    It would not be a file upload field...it would be "I, as a prospective customer, want these three PDFs out the five your company lists," and upon "submit" those three PDFs would be emailed to me, the customer, based upon the email address I provided in the form.

    It eliminates a customer filling out the form request for product specific sell-sheet PDFs, a sales person getting the request for those sell sheets and assembling the ones needed and emailing them out to the person who requested them. It eliminates the sales person getting involved at all...he or she simply gets an automatic notification that the request was made (which I know how to do). Does that make sense? Just want to check if/how Gravity Forms can do this.

    Posted 12 years ago on Friday June 15, 2012 | Permalink
  4. You could use conditional shortcodes to place links to PDF files on the form notification email or form confirmation page based on a selection:

    http://www.gravityhelp.com/documentation/page/Shortcodes

    You also may be able to use the gform_user_notification_attachments filter as seen in this thread:
    http://www.gravityhelp.com/forums/topic/use-pre-selected-file-as-user-notification-attachment#post-53767

    Posted 12 years ago on Friday June 15, 2012 | Permalink
  5. David Peralty

    You could custom code the part that attaches the selected attachments to the e-mails but it could be done.

    You would be looking at the following hooks:
    http://www.gravityhelp.com/documentation/page/Gform_user_notification_attachments
    http://www.gravityhelp.com/documentation/page/Gform_admin_notification_attachments

    You would grab the user selections, associate them with files, and then return the files to the e-mail notification.

    Posted 12 years ago on Friday June 15, 2012 | Permalink
  6. keethgee
    Member

    Rob and David, It is great to know that if I get this assignment, I can handle the client's need for this! Thank you both for taking the time to respond so helpfully. Keith

    Posted 12 years ago on Saturday June 16, 2012 | Permalink
  7. @David I'm trying the example, but I cannot make it work. What do I have to do to attach a file that is stored in the URL http://www.mywebsite.com/docs/testing.txt

    I've tried replacing all with this, but didn't work:

    $attachments[] = "http://www.mywebsite.com/docs/testing.txt";
    return $attachments;

    Thanks in advance

    Posted 12 years ago on Friday June 22, 2012 | Permalink
  8. Ok, I made it work. It's about the URL, the format has to be the path in the server file system.
    For example, for the last example:

    /home/username/public_html/docs/testing.txt

    This way it works fine. In this thread there's an example for those who wants to use the Wordpress media manager to upload files: http://www.gravityhelp.com/forums/topic/use-pre-selected-file-as-user-notification-attachment#post-53767

    Posted 12 years ago on Friday June 22, 2012 | Permalink