SharinPix Generate Form Response PDF
Overview
The Generate Form Response PDF component is a button that allows users to instantly generate a PDF version of the latest SharinPix form they have submitted. Users can configure it, choosing to either open the generated Form Response PDF in a new tab for immediate viewing or import it directly into a SharinPix Album.
Info:
This feature is only available on Lightning. It can be used:
On Page Builder
On Desktop
On Mobile
On Community Builder
In your own Lightning Component development
In Flows
Prerequisites
- Permissions: Users must have the SharinPix Forms permission set assigned.
- Package Version: Ensure that the SharinPix Package Version 1.355 (or later) is installed. Refer to the article below to upgrade your current package: How to upgrade SharinPix package
- A SharinPix Form Template should be configured beforehand.
Getting Started
To use the SharinPix Generate Form Response PDF component, you simply need to drag and drop the component from the Lightning App Builder onto your page layout.
Lightning Component Parameters
| Parameter | Description | Default/Notes |
|---|---|---|
| Button Label | The text displayed on the button that users will click to generate the SharinPix form response PDF. | Default value: Generate Form Response PDF |
| SharinPix Form Template Name or ID | Specifies which SharinPix Form Template to use to generate the PDF. Provide the template’s Name, ID, or a Salesforce field containing the template's Name or ID in the format: {Inspection_Template__c}. The PDF will be generated from the latest Form Response of the specified template submitted on the current record. The template must have been created in the SharinPix Form Template Editor. |
Must match an existing template in your system. |
| Select Action | This dropdown lets you choose what to do with the generated PDF. You can either open it in a new browser tab, or import it directly into a SharinPix album linked to the same record.. | Default value: Open Pdf in a New Tab |
| Record ID* | (Required in Flow Screens and Community Pages) The Salesforce record ID of the record page. | Auto-populated in some contexts; required otherwise. |
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 image below shows the SharinPix Generate Form Response PDF component configured in the Salesforce App Builder, with properties filled:
- SharinPix Form Template Name set to Fire Safety Inspection
- Select Action set to Import to SharinPix album
Assuming at least one form response exists for the Fire Safety Inspection form template, clicking the SharinPix Generate Form Response PDF button will generate a PDF of the latest form response and automatically import it into the SharinPix album linked to the same record. You may need to refresh the page to see the PDF appear in the album.
The image below displays the generated PDF stored within the SharinPix album:
Alert
The import to the SharinPix album will only occur once the PDF URL for the form response is available. For example, if the SharinPix form response includes images that are still uploading, the PDF may not be immediately generated.
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