Import Form PDF as Content Document using Flow (Admin-Oriented)
Overview
The FormResponseContentDocAutomation Invocable Apex method allows users to automatically import a PDF generated from a SharinPix Form Response into Salesforce as a Content Document.
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.
- Users must have the SharinPix Forms Admin or SharinPix Forms User permission set assigned. For more information on these two permission sets, check SharinPix Permission Sets.
- 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 FormResponseContentDocAutomation invocable method in a Salesforce Flow. These parameters must be provided to successfully import the PDF as a Content Document on Salesforce.
| Parameter | Description |
|---|---|
| formResponsePublicId | The ID of the Form_Response__c record from which the PDF will be imported. (Required) |
| recordId | The ID of the Salesforce Record the Content Document will be linked to. (Required) |
| filename | The Filename to be assigned to the Content Document. |
Flow Setup
This flow is setup to be triggered when a SharinPix Form Response record is updated with a value set for PdfUrl__c and does the following:
- Generates a Content Document of the response
- Imports the Content Document on Salesforce
- Links it to the Form Response's parent record
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 Null |
| Value | False |
| When to Run | Only when a record is updated to meet the condition requirements |
| Optimize Flow For | Actions and Related Records |
This configuration ensures the Flow runs only when a new PDF is available.
Step 2: Add the Import Action
Warning:
Starting with the Salesforce Winter’26 release, Apex Actions can no longer be executed directly in the Run Immediately path of a record-triggered flow. Instead, they must be placed in an asynchronous path, as the synchronous execution option is no longer supported.
For more details, please refer to the documentation here:
Unable to save a flow with an Apex Action after the Salesforce Winter ’26 release – What should I do?
- Add an Action element
- Search for
Sharinpix__FormResponseContentDocAutomation - Set the input values:
| Field | Value |
|---|---|
| Salesforce record ID to which the Content Document will be linked | {!$Record.sharinpix__ParentRecordId__c} |
| SharinPix Form Response Public ID | {!$Record.sharinpix__PublicId__c} |
| Filename of the Content Document | {!$Record.Name} |
This step ensures the inspection report PDF is imported directly into the Salesforce Record where the form was launched.
Step 3: Save and Activate
- Save the Flow
- Click Activate to begin automating PDF imports as Content Document.
Step 4: Fill and Submit the Form
Once the form has been submitted with the value set for PdfUrl__c, the Content Document is generated and linked to the salesforce record were the form was launched's Notes & Attachments section.
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