I would like to raise an enhancement request regarding the integration of PDF forms data into Insight Builder for reporting and dashboard purposes.
Use Case:
On our projects, we have configured several Smart PDF forms in the ACC Forms module. These Smart PDFs are used because they provide advanced capabilities such as:
Automatic calculations (e.g., quantity checks, hold amounts, progress measurements).
Embedded validations and conditional logic.
Custom layouts as per project-specific requirements.
Currently, all these forms are being filled in ACC, but since they are PDF-based, their data is not accessible in Insight Builder for analytics. This restricts our ability to track performance, compliance, and actionable insights from these forms.
Current Limitation:
Insight Builder can only consume data from native ACC forms.
PDF forms, though part of the workflow, are treated as attachments only and their field values are not captured in a structured way for reporting.
Importance / Business Impact:
Many critical forms in our project (checklists, inspection sheets, material test reports, lab tests reports etc.) are implemented as Smart PDFs due to the limitations of the native forms module.
Without integration into Insight Builder, we cannot create dashboards, KPIs, or analytical reports based on these forms.
This leads to manual extraction and duplication of effort, reducing efficiency and affecting adoption.
If PDF form data can be parsed and made available in Insight Builder, it would ensure complete project visibility, improve compliance tracking, and enable data-driven decision making.
Request:
Please consider enabling support for PDF forms data in Insight Builder so that all form submissions—whether native ACC forms or configured Smart PDFs—can be leveraged for reporting and analysis.
This feature would greatly enhance the usability of the Forms module and ensure projects using Smart PDFs do not lose the benefits of centralized analytics.
