PDF Form In - Populate fields - PDF Form Out

[bfrost]

Team,

I need to import a government pdf form, populate some fields and output the PDF form so that another group can then populate additional data. 

In an older version of Alteryx (2019.1), I did this with a Python “add-in”, but have not had to use it in a while (and have upgraded both machine and Alteryx) and was hoping there was a new way / updated way to do this process. 

I am now on version 2024.2 Non-Admin Designer Desktop and cannot currently upgrade any further to get this done. 

I can figure out how to get the data and prepare the data to populate the fields, but how do I keep the PDF formatting / text from the government agency so that I can then export it as a PDF for another group to then populate additional fields on the same PDF.

See attached op218.pdf and CT_OP_218_ALL_002.jpg from the State of Connecticut.

I need to populate these fields on the op218.pdf (noted in Red in the CT_OP_218_ALL_002.jpg):

Name of exporting company

Address

City or town

State

Zip code

Purchased from (name of distributor)

Period covered

State shipped to

$_____________________

Type of Petroleum Product(s)

Gallons

Purchase Price

Gross Earnings Tax Paid

Signed

Title

Date

Any ideas / thoughts / help would be greatly appreciated. 

Thank you.

[abacon]

@bfrost If you do not have an Intelligence Suite license, I believe the best method would still be the python tool within Alteryx.

Bacon

[aatalai]

@bfrost  there is also this tool (which uses R) 

[dreldrel]

Python and R tools could both work. Another way you could check is that if the government website provides the relevant API endpoints, in this case you may be able to get the data directly from the endpoints