SharinPix Generate PDF on Form Response
Overview
The SharinPix Generate PDF on Form Response component is a customizable button designed specifically for use on the Form Response record page. It enables users to instantly generate a PDF version of the current form response with a single click.
Users can configure the button to, either open the generated form response PDF in a new tab for immediate viewing or import it into a SharinPix Album—either on the current Form Response record or its parent record.
Info
This feature is only available on Lightning Experience.
It can only be used on the Form Response record page, including:
On Page Builder
On Desktop
On Mobile
In your own Lightning Component development
⚠️ This component cannot be used in Flows or Community Builder.
Prerequisites
-
Permissions:
Users must have the SharinPix Forms permission set assigned. -
Package Version:
Ensure that SharinPix Package Version 1.355 (or later) is installed. - A SharinPix Form Template is needed beforehand.
Getting Started
To use the SharinPix Generate PDF on Form Response 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: Download PDF |
| 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 |
| Save PDF to Parent Record | When this checkbox is enabled, the generated PDF will be stored in the SharinPix Album associated with the parent record object. (e.g., Account) Else, the PDF will be stored in the album linked to the current Form Response record. |
Default: Unchecked |
Demo: Fire Safety Inspection Example
The image below shows the SharinPix Generate PDF on Form Response component configured in the Salesforce App Builder, with properties filled:
- Select Action set to Import to SharinPix album
- Enable Save PDF to Parent Record checkbox
Assuming at least one form response exists for the Fire Safety Inspection form template, clicking the button will generate a PDF of the current form response and automatically import it into the SharinPix album associated with its parent record.
To confirm that the feature works as expected, navigate to the parent record as illustrated in Step 2 in the image below. Step 3 shows the generated PDF stored within the SharinPix album linked to that parent record.
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.
0 Comments
Add your comment