Export Form To PDF
Export an existing form to a PDF file.
Inputs
Input | Value | |
---|---|---|
formId | Required | The unique 32-digit hexadecimal identifier of the form that you want to export. See here for more details. |
pages | Optional | Use this parameter to specify the form pages that you want to export to PDF; leave it empty if you want to export all form pages. This field accepts comma-separated page numbers and ranges; for instance "1-3,6,8-10" would mean pages 1 through 3, page 6, and pages 8 through 10. See the Pdf Page Numbers action if you want to dynamically generate a string for this input. |
Outputs
Key | Value |
---|---|
pdfUrl | The URL where the newly created PDF file is stored. |
Usage
This action is most frequently used in conjunction with the Form Completed trigger. This is because when exporting a form to a PDF, the next step in the workflow is typically to send it somewhere —like to a third party app for storage or to another person via email — and you typically want to send the form out as soon as it is complete. That said, there are situations when you want a PDF before a form is complete, and you can use this action in those situations as well.
In the example below, a completed form is exported to PDF, then sent out as an email attachment and attached to a Salesforce object.
Sometimes, you will want to determine the form pages that you want to export dynamically based on one or more variables (e.g. whether a certain form field is filled in or not). For such situations, use the Pdf Page Numbers action; it allows you to dynamically generate a string for the pages
input based on a set of variables.
Updated over 6 years ago