PDF Upload Form Element Guide

In this guide, we will explain how to set up PDF upload to your Salesforce records. If you have any questions, please email us support@solutionrock.com.

To start with, Drag and Drop Different fields for your form and “PDF_Upload” element from the tab “Media” under “Drag and Drop Fields” on your form.

Then click on the pencil icon present in PDF_Upload

  • Label: Name you want to give to the element in the above image it is PDF Upload.
  • PDF Name: Name of the PDF attachment which will be uploaded to the Salesforce. Here it is Upload PDF in the image given above.
  • PDF Content: PDF content has two options 1. Form PDF Template 2. Current form page.
  • 1. Form PDF Template will send the whole form as a pdf attachment to the salesforce, i.e., if you are using a standard pdf, it will upload the entire form as pdf in the Salesforce, and if you are using custom PDF, then it will send the custom pdf in the Salesforce as an attachment.

       2. Current Form page  current form page will upload the current page in which PDF

        Upload element is dragged and dropped.

  • Upload Button Label: Name you want to show in the pdf upload button.
  • Description: Add description of the pdf file you want to upload.
  • Parent Record ID: Parent record ID will be the ID of the Salesforce parent record where you want to upload the pdf. For example, We want to upload pdf to the account name [formyoula test 12345] so to get the parent id of the account we need to go to the account in the Salesforce and copy the parent id from the address bar of the browser as shown in image below marked in yellow is the parent id.
  • Upload success message: Message will be displayed once the upload is successful.
  • Advanced: Click on the “Advanced” button to open the Advanced Settings.

You can choose which content you want to upload on the PDF. Please add a valid Javascript/Jquery selector to get the HTML for PDF.

For example : .formyoula-Text

  • You can find the uploaded PDF in Notes and Attachments section of Parent record in Salesforce.

Getting Started

  1. Create a Salesforce Form
  2. Purchasing Formyoula Licences
  3. Convert Salesforce objects to Formyoula forms
  4. Adding Users And Form Sharing
  5. Exporting All Form Entries To Excel
  6. Form Sharing
  7. Conditional Fields
  8. Sign In To Formyoula Mobile With Partner and Communities Users
  9. Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects
  10. Create custom branded PDFs using the Formyoula PDF Editor
  11. Import Users From a CSV File
  12. Download Captured Form Entries as a CSV File
  13. Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment
  14. Create a Custom User Login Email Template for Your New Users
  15. The Difference Between Salesforce and Formyoula User Types
  16. Math Formula Field - For Simple Mathematical Calculations
  17. Custom Navigation Buttons
  18. Create Forms and Capture Form Entries in Any Language
  19. Formyoula Features
  20. How To Skip Form Pages Using Formyoula Custom Navigation?
  21. Change Salesforce Integration User By Changing Form Ownership
  22. Delete Users
  23. Restrict The Formyoula Users Page to Admin Users Only
  24. Assign Admin Privileges to Formyoula Users
  25. Edit Form Entries Directly From Your Dashboard To Resubmit Them
  26. Display Repeat Group Entries In Custom PDF Template Using Merge Fields
  27. Define dependencies between fields (e.g., dependent picklists)
  28. Formyoula Github Integration
  29. PDF Upload Form Element Guide
  30. How to Edit user Details and add Custom Attributes
  31. Installing Formyoula Mobile Web App on Windows and Mac desktop

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