Import Form PDF to Album using Flow (Admin-Oriented)

Overview

The ImportFormPdfAutomation Invocable Apex method allows users to automatically import a PDF generated from a SharinPix Form Response into a designated SharinPix Album Component. This can be used across various business scenarios where form submissions must be archived and associated with a record (e.g., sites, cases, inspections).

This invocable method is designed for use in Salesforce Flows and is compatible with automation for different types of form workflows.

This article covers the following :

1. ImportFormPdfAutomation's Input Parameters

2. Form Setup

   • Step 1: Configure a Record-Triggered Flow

   • Step 2: Assign Variables for the Action

   • Step 3: Add the Import Action

   • Step 4: Save and Activate the flow

3. Demo: Fire Safety Inspection Example

Prerequisites

Before configuring this automation, ensure the following:

• You have the latest SharinPix Package installed. You can follow this guide to upgrade your SharinPix Managed Package to the newest version.

• Users must have the SharinPix Forms Admin or SharinPix Forms User permission set assigned. For more information on these two permission sets, check SharinPix Permission Sets.

• A form template has been created using the SharinPix Form Template Editor and has been set up using the SharinPix Form Launcher.

Input Parameters

Below are the inputs required when using the ImportFormPdfAutomation invocable method in a Salesforce Flow. These parameters must be provided to successfully import the PDF into a SharinPix album.

Parameter	Description
formResponseId	The ID of the Form_Response__c record from which the PDF will be imported. (Required)
albumId	The ID of the SharinPix album where the PDF will be stored. This corresponds to the destination record ID , typically the record (e.g., Site, Inspection, or Case) to which the album is attached. (Required)

Flow Setup

This flow is setup using a fire safety inspection scenario as example.

Step 1: Configure a Record-Triggered Flow

1. Go to Setup > Flows > Click New Flow

2. Choose Record-Triggered Flow and click Create

3. Set the following values:

Setting	Value
Object	SharinPix Form Response
Trigger	A record is created or updated
Condition Requirements	All Conditions Are Met (AND)
Field	PdfUrl
Operator	Is Changed
Value	True
When to Run	Every time a record is updated and meets condition requirements
Optimize Flow For	Actions and Related Records

This configuration ensures the Flow runs only when a new PDF is available.

Step 2: Assign Variables for the Action

Use an Assignment element to prepare the values that will be passed to the invocable method.

In this fire safety inspection scenario, assume the album is stored, for example, on a related Inspection__c record.

Variable	Value
Album_Id	Triggering Form_Response__c > Parent Record ID
Form_Response_Id	Triggering Form_Response__c > Record ID

Step 3: Add the Import Action

Warning:

Starting with the Salesforce Winter’26 release , Apex Actions can no longer be executed directly in the Run Immediately path of a record-triggered flow. Instead, they must be placed in an asynchronous path , as the synchronous execution option is no longer supported.

For more details, please refer to the documentation here: Unable to save a flow with an Apex Action after the Salesforce Winter ’26 release – What should I do?

1. Add an Action element

2. Search for sharinpix__ImportFormPdfAutomation

3. Set the input values:

Field	Value
Album ID	Album_Id
Form Response ID	Form_Response_Id

This step ensures the inspection report PDF is imported directly into the correct album for the site or building.

Step 4: Save and Activate

• Save the Flow

• Click Activate to begin automating PDF imports

Demo: Fire Safety Inspection Example

This example demonstrates importing the fire safety inspection PDF into the related site’s SharinPix album when a form is submitted.

• The diagram below demonstrates the PDF version of the form on the Inspection__c record's album.