SharinPix Forms - PDF Configuration
Overview
The PDF Configurations feature in SharinPix Forms allows you to customize the appearance and layout of the generated PDF when a form is submitted. These settings help you create professional, branded PDF documents that meet your organization's needs.
This documentation covers:
Configuring Header and Footer on SharinPix Form PDF
The Header and Footer allow you to add branded content that appears on every page of the generated PDF
Use them to display your company logo, form title, disclaimers, contact information, or any other branding elements.
How to Configure
In the Form Template Editor, click the Settings button in the top bar
In the settings panel, locate the Header and Footer fields
Use the Rich Text editor to add your content
Click Save to apply your changes
Supported Content
Both Header and Footer fields support the same content types:
| Content Type | Description |
|---|---|
| Text | Add formatted text including bold, italics, and different font sizes |
| Images | Insert logos or other images by clicking the image icon in the rich text editor |
| Links | Add hyperlinks to external resources |
| Dynamic Variables | Insert form values that update automatically (see below) |
Tip: Keep headers and footers concise to maximize space for form content on each page.
Here is an example demonstrating how to a configure a header with company logo and a footer with contact information in a Fire Inspection Form:
PDF generated after Form submission:
Using Dynamic Variables
You can insert dynamic values into your header and footer using the {!variable} syntax. These variables are automatically replaced with actual form data when the PDF is generated.
Example Variables
| Variable | Description |
|---|---|
{!form.response.sfid} | The Salesforce Record ID linked to the form response |
{!form.response.sfname} | The Salesforce Record Name linked to the form response |
{!form.template.sfid} | The Form Template ID |
{!form.template.sfname} | The Form Template Name |
{!form.params.<form_param>} | Any SharinPix Form Context Parameter |
{!<formula>} | Any SharinPix Form Formula result |
Referencing Form Field Values
You can reference any form field or formula value using Field API Names or SharinPix Form Formula Functions and Operators.
Field API Names can be configured on the SharinPix Form Template Editor.
The image below illustrates how to use dynamic variables in a footer, for example:
{!address.value}
Add Page Breaks on SharinPix Form PDF
Page breaks allow you to control where content splits across pages in the generated PDF. This is useful for keeping related information together or starting new sections on fresh pages.
Page Break Options
SharinPix Forms offers different page break configurations depending on the element type:
| Element Type | Page Break Option | Description |
|---|---|---|
| Section | Insert page break after section on PDF | Adds a page break after the section ends |
| Repeated Section | Insert page break after each section on PDF | Adds a page break after each repeated instance |
| Repeated Section | Insert page break after last section on PDF | Adds a page break only after all repeated sections are complete |
| Spacer | Insert page break on PDF | Allows a spacer element to act as a dedicated page break |
The example below shows how to use a spacer as Page Break on PDF
PDF generated after Form submission:
Color Customization on SharinPix Form PDF
Customize Titles on the PDF
The user can configure the Background Color of individual titles on the Form PDF:
| Element Type | Configuration |
|---|---|
| Title | Configure background color of the title on PDF |
| Repeated Section | Configure background color of the repeated title on PDF Configure background color of the sections title on PDF |
| Section | Configure background color of the section title on PDF |
Here is an example demonstrating how to apply a red color to a title in a Fire Inspection Form:
PDF generated after Form submission:
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