SharinPix PDF Form Builder
SharinPix PDF Form Builder allows users to upload and create a PDF form. This component will allow a user to add Text fields, Signature, Checkbox fields, Radio Buttons, List Box fields, and Combo Text fields and save the PDF. The user will be able to view the modified PDF on Salesforce immediately after it has been saved.
This article consists of:
This feature is only available on Lightning. It can be used:
- On Page Builder
- On Desktop
- On Mobile
- In your own Lightning Component development
Note:
SharinPix PDF Form Builder is only available on the object Pdf Template.
You should ensure the following:
- The user should have the permission set "SharinPix PDF Form Builder".
- User Profile should have read/write on the object Pdf template.
- Tab Setting should be set to Default On.
Getting Started
To use the SharinPix PDF Form Builder component, you simply need to drag and drop the component from the Lightning App Builder onto your page layout and activate the page.
The Lightning Parameter Height specifies the height of the SharinPix PDF Form Builder. The default height is 700 (px).
How Does It Work ?
Click on the Add button or drag and drop a PDF onto the Lightning Web Component. Once uploaded, you will get various tools that can be used on the PDF.
The following tools are available and can be used on the PDF Template:
- Text Field
- Signature Field
- Checkbox Field
- Radio Button Field
- List Box Field
- Combo Box Field
- History
- Upload New PDF
- Delete
- Save
Tip:
Text field, Checkbox field, Radio Button field, List Box field, and Combo Box field can display values that can be retrieved from another Salesforce record where the component SharinPix Mobile Pdf Form Launcher is used with the corresponding SharinPix PDF Template URL.
Note:
The exact Field API Name can be added in Field Name to pre-fill fields when using SharinPix Mobile PDF Form Launcher Lightning Component.
Fields can be added to the PDF as shown below:
Once you save the PDF, it will be displayed on the screen as follows:
The link of the saved PDF can be copied using the link button (last button) as shown below:
Tip:
The link of the template can be used on the Lightning Component SharinPix Mobile PDF Form Launcher.
Revert To Previous PDF Template Version
If you want to return back to your previous PDF versions, you can click on the History button (first button). This will show you all the versions you save if in case you want one of the previous versions. You can download any version you wish or delete it.
Update PDF And Keep Existing Fields
To update the background PDF and keep the existing fields, simply click on the upload button (second button) and upload your new PDF. Then click on Save to save the changes and upload the updated PDF to SharinPix.
The following shows the result after saving the updated PDF:
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