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 :
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.
- 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
- Go to Setup > Flows > Click New Flow
- Choose Record-Triggered Flow and click Create
- 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
- Add an Action element
- Search for
sharinpix__ImportFormPdfAutomation - 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__crecord's album.
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