Auto PDF Document Generation

Business Background

Download the contents of a single webpage in a project as a PDF using a few clicks and no code. Alternatively, push a single webpage as a PDF to Salesforce.

Titan Solution

You can download the contents of your webpage as a PDF or push the PDF to Salesforce. You can download one webpage at a time. You can send the PDF to the customer (for instance, per email) by configuring the relevant condition according to your business needs.

How to Video

• 00:00 An introduction on how to configure Auto PDF.
• 3:23 See how to download a PDF.
• 3:51 Learn how to push the PDF to Salesforce.
• 4:56 Check out an example of an Auto PDF.

How to Guide

1. Click on the Create New button. The Auto PDF Settings screen opens.

2. Use the drop-down list to select the source page in your Web project.
   • This is the page that will be saved as a PDF. You can only create a PDF of one page at a time.
   • The Label field will be populated with the name of the source page.
3. Edit the Label field, if necessary. The label is mandatory. You will select the template using this name in a later step based on this label.

You can do the following with the PDF:

• Download a PDF
• Push the PDF to Salesforce

Download a PDF

1. Click on the Download option. The Enable Download toggle switch is on by default.
2. Add a name for the document in the Custom file name field.

3. As an alternative, use the toggle switch to switch the Dynamic file name on and then use the drop-down list to select a dynamic file name.
4. Use the toggle switches to switch on the actions while waiting. The actions are off by default:
   • Freeze the screen while waiting: the user will not be able to do any other actions on the page while the PDF is being generated.
   • Show the progress bar: a progress bar is shown at the top of the page to show that the PDF is being generated.
5. Click on the Apply button.

6. Configure an On Click action, for instance, on a button.
7. Click on the + icon on the On Click screen. The Add Node screen opens.
8. Under User Interaction, click on the Document Generation option and click on the Next button. The Add Node/Document Generation screen opens.
9. Use the drop-down lists and select the Auto PF template and the Download Action.

10. Click on the Next button.
11. Add a tag if necessary and click on the Insert button. The Document Generation node is added to the On Click screen.
12. Click on the Apply button.

Push the PDF to Salesforce

1. Configure an On Click action, for instance, on a button.
2. Click on the + icon on the On Click screen. The Add Node screen opens.
3. Click on the Salesforce Action option and click on the Next button. The Salesforce Integration screen opens.
4. Click on the Push option.
5. Create a new Salesforce integration by clicking on the Create New button, or edit an existing integration by clicking on the Edit icon. The Map Salesforce fields screen opens.
6. Under Object Settings, use the drop-down list to select the file object in Salesforce, for instance, Content Version. You can search for “file” to get the correct object.
7. Use the drop-down list to select the action, for instance, Create.

7. Under Mapping, search for the Version Data Salesforce field and map it to the Auto PDF element.
8. Click on the Apply button.

9. On the Salesforce Integration screen, click on the Close button.
10. On the Add Node/Salesforce Action screen, select the Push action from the drop-down list and click on the Next button.

11. Add a tag if necessary and click on the Save button. The Salesforce node is added to the On Click screen.
12. Click on the Apply button.
    

Example of Auto PDF

Please refer to the attached example. The project has several input fields and an accordion element.

• The input elements are shown on all the pages.
• Accordion 1 is shown on page 1.
• Accordion 2 is shown on page 2.
• Accordion 3 is shown on page 3.