# Import Form PDF as Content Document using Flow (Admin-Oriented)
## Overview
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The `FormResponseContentDocAutomation` Invocable Apex method allows users to automatically import a PDF generated from a SharinPix Form Response into Salesforce as a Content Document.
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. [FormResponseContentDocAutomation's Input Parameters](#input-parameters)
2. [Flow Setup](#flow-setup)
* [Step 1: Configure a Record-Triggered Flow](#step-1-configure-a-record-triggered-flow)
* [Step 2: Add the Import Action](#step-2-add-the-import-action)
* [Step 3: Save and Activate the flow](#step-3-save-and-activate)
* [Step 4: Fill and Submit Form](#step-4-fill-and-submit-the-form)
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**Prerequisites**
Before configuring this automation, ensure the following:
* You have the latest **SharinPix Package** installed. You can follow [this guide](https://app.gitbook.com/s/i8tH1o5AHthxksYgF6ij/how-to-update-sharinpix-package-from-the-appexchange) 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](https://app.gitbook.com/s/5EvYRrLbUyvRh8o1jmMG/access-and-security/sharinpix-permission-sets).
* A form template has been created using the [SharinPix Form Template Editor](https://docs.sharinpix.com/forms/form-elements/sharinpix-form-template-editor) and has been set up using the [SharinPix Form Launcher](https://app.gitbook.com/s/5EvYRrLbUyvRh8o1jmMG/lightning-web-component/sharinpix-form-launcher).
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## Input Parameters
Below are the inputs required when using the `FormResponseContentDocAutomation` invocable method in a Salesforce Flow. These parameters must be provided to successfully import the PDF as a Content Document on Salesforce.
| Parameter | Description |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| formResponsePublicId | The ID of the `Form_Response__c` record from which the PDF will be imported. *(Required)* |
| recordId | The ID of the Salesforce Record the Content Document will be linked to. (*Required)* |
| filename | The Filename to be assigned to the Content Document. |
## Flow Setup
This flow is setup to be triggered when a SharinPix Form Response record is updated with a value set for PdfUrl\_\_c and does the following:
* Generates a Content Document of the response
* Imports the Content Document on Salesforce
* Links it to the Form Response's parent record
### 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 Null |
| Value | False |
| When to Run | Only when a record is updated to meet the condition requirements |
| Optimize Flow For | Actions and Related Records |
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This configuration ensures the Flow runs only when a new PDF is available.
### Step 2: Add the Import Action
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**Alert:**
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?*](https://app.gitbook.com/s/i8tH1o5AHthxksYgF6ij/i-am-unable-to-save-a-flow-with-an-apex-action-after-the-salesforce-winter-26-release-what-should-i)
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1. Add an **Action** element
2. Search for `Sharinpix__FormResponseContentDocAutomation`
3. Set the input values:
| Field | Value |
| ----------------------------------------------------------------- | ------------------------------------------------------------------------- |
| Salesforce record ID to which the Content Document will be linked | `{!$Record.sharinpix__ParentRecordId__c}` |
| SharinPix Form Response Public ID | `{!$Record.sharinpix__PublicId__c}` |
| Filename of the Content Document | `{!$Record.Name}` |
This step ensures the inspection report PDF is imported directly into the Salesforce Record where the form was launched.
### Step 3: Save and Activate
* Save the Flow
* Click **Activate** to begin automating PDF imports as Content Documents.
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### Step 4: Fill and Submit the Form
Once the form has been submitted with the value set for PdfUrl\_\_c, the Content Document is generated and linked to the salesforce record were the form was launched's Notes & Attachments section.
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