Create PDF Forms and Delivery Notes, and Print Them
Build a printable delivery note document, fill your own fillable PDF form from the same fields, and add a button that prints it.
What you will learn
- Create a document with text, a table of rows with totals, and a barcode, and choose its paper width and printer type
- Preview the document as a page or as plain text, and add a Print note button that prints it
- Upload a fillable PDF and match each of its fields to what fills it
- Download a sample, and see where a filled PDF form is used: workflows, email and Records
Transcript
In this guide you will make a document that a phone can print, such as a delivery note, and fill your own P D F form with the same data. Then we will add a button that prints it.
This app, Delivery Note, has three fields: Customer, Order number, and Quantity. A document is a receipt or a list that the phone prints, filled from fields like these. Open Documents, type the name Delivery note, and press Document. It starts with its name as a title, and a line under it.
Choose the paper width: two, three, or four inches. The hint says about how many characters fit on a line. Under Printer speaks, Plain text is for receipt and line printers, and ZPL is for Zebra label printers. The page you see on the right is what the phone shows in its own print dialog.
Add a Text section. Type the words, and put a field name in braces wherever its value should go: Order, then the Order number, for, then the Customer. Insert field adds one at the cursor, so you do not have to type the braces. In the preview, the marks show where each value will go.
Add a Table of rows. Under Rows of, pick Main, the page that holds our fields. Its fields become the columns, each with a heading and a width in characters. Under Totals, press Total, and choose Add up, to add up the Quantity column with a label of Total quantity.
Add a Barcode, with the Order number in braces, as Code 128 or as a QR code. A driver or a clerk can scan it later.
The preview redraws as you edit. Page is what a browser prints. Text is what a line printer receives. When the simulator is open, the preview uses its values instead of the marks, as we will see in a moment.
A document is printed by a step. The easiest way is a button. Go to Build, add a Button, and name it Print note. Press Add what it does, choose Print document, and pick Delivery note.
Press Simulate, and fill the page like a worker. Then press Print note. The simulator shows the printed document in a card. The text and the barcode are filled from the page. The table of rows lists saved rows, so it stays empty until some are saved. On a real phone, Settings, Printer sets a network, Bluetooth, or browser printer. Browser printing opens the print dialog of the phone, where you can print the page or save it as a PDF.
Now a PDF form, for the paper form you already have. Open Documents, switch to PDF forms, and upload a fillable PDF. StepVane reads its fields, lists each with its type, and fills the ones named like a page field at once: Customer, Order number, Quantity, and today's date.
Under Fields, the column Filled with shows what fills each one. Remarks is not filled yet. Click it, choose Value, and type a fixed text. The preview draws the page with a box on each field, green when it is filled.
Download a sample fills the form the way a real copy is filled, so you can check it. Then use the form: a workflow step, Fill a PDF form, opens it on the phone to view, print, or save. An email step can attach it, and Records can download it for any record.
That is how you make documents and P D F forms. A document is built in Studio and printed from a button or a workflow. A P D F form is your own file, with each field matched to the data. Both are filled from what the worker entered.
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