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Generate Simple PDFs from Successful Form Submissions

Ryan J.
Updated

The Formstack Salesforce App provides a number of ways to create documents. Please review the breakdown of each method in the following article. 

This article describes how to save a PDF copy of your form submissions to Salesforce. This feature is available on all plan levels for the Formstack Salesforce App.

With the PDF generation feature you'll be able to do the following:

  • Save the PDF copy of a submission on the created object record in Salesforce
  • Upload the PDF to Chatter in Salesforce
  • Send a copy of the PDF submission to a specified e-mail address

 

Generate a PDF copy

To get started, click on the Form Settings while in the Form Editor of your form.

Screen_Shot_2019-06-12_at_2.53.12_PM.png

 

Scroll down to the PDF confirmation options to set the options you would like.

Screen_Shot_2019-06-12_at_2.56.23_PM.png

 

Save a PDF copy of the form submission to Salesforce

If you would like a PDF copy of the form submission to the Salesforce object record created/updated after your users click the submit button, check this option. After the form is successfully submitted, the PDF copy will be saved in Notes and Attachments related list on the Salesforce record.

Screen_Shot_2019-06-12_at_3.40.51_PM.png

 

You have the option to set a Custom File Name to help you stay organized with the submission PDF copies that come through.

Screen_Shot_2019-06-12_at_3.03.19_PM.png

 

You can also use custom formulas to include form field values or Javascript for more customization to your file names.

 

Upload a PDF copy of the form submission to Chatter in Salesforce

By clicking this option, a PDF copy of the form submission will be uploaded to the object record's Chatter feed in Salesforce.

Screen_Shot_2019-06-12_at_3.44.14_PM.png


 

Limitations

The Formstack for Salesforce PDF submission is intended to be a “simple summary” of fields captured via the form. Some limitations include:

  1. Any hidden fields on the form will not display on the Submission PDF
  2. Any read-only fields will not display on the Submission PDF
  3. As noted above, PDFs can be saved to the primary object - not other objects 
  4. For NativeCloud instances, the form layout on render will be recorded on the Submission PDF. For non NativeCloud instances, the snapshot of the form layout on submission will be recorded on the Submission PDF. 
  5. There is no flexibility to control the layout of the Submission PDF 

For very flexible document generation based on form submission & other Salesforce data, you will want to add Formstack Documents to your Formstack for Salesforce plan.
 

 

Have any further questions? We’re here to help! Please reach out to support@formstack.com for additional assistance with your use case.

Are you looking for consultation or help building out your use case(s)? Team up with third party Certified Formstack experts to bring your custom projects to life.

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