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Alteryx Designer Ideas

Share your Designer product ideas - we're listening!

PDF Pre-Defined Field Output

One additional output that would be very useful is to enable output values to be placed into a PDF that has pre-defined fields that can be created by using the Forms tool in Adobe Acrobat. Our company uses Alteryx to prepare information that will be used in tax returns. Currently, the data that gets outputted, is then manually entered into PDF fields but I think there is an opportunity to have Alteryx do this for us. See the pictures below, I can create forms that can be defined as "Text1", and then my idea is to tell Alteryx that one specific field value, should be put into the PDF form "Text1".

Tax Return.JPGAlteryx Fields.JPGOutput.JPG

2 Comments
Quasar

+1 to this idea!

Alteryx Partner

It would be great to be able to read this type of file as well.