FormTitan enables you to generate a PDF document based on the fields in your form.
Usually the PDF is generated once the form is submitted, however you can also have it generated once a Custom Push is executed.
Following is an example to demonstrate how to easily generate a PDF with a custom button.
Here are the Steps:
1- Create a new blank form.
2- Drag a Full name element on to the canvas.
3- Add your PDF
Go to: properties panel > Form tab > Settings option > PDF Mapping category
Press on “Map fields” button to create a manual PDF
4- Move the ‘Dynamic mode’ toggle at the top to “On” to create an HTML based PDF.
5- Enter your content and press on the ‘Submit’ icon to configure the submit options.
6- Turn on the “Send to owner’ checkbox.
- Press “Apply” and save the form.
7- Change your default submit button in the form to a ‘Salesforce Action’ button and change its text to: Push now.
8- Press on the ‘Set’ button to connect the Salesforce action to it.
Once the window will open you will notice that you have configure integration buttons at the bottom - this is because you haven’t configured an integration yet.
- Press on the ‘Configure push integration’ button to do it now.
- Select an object: Contact
- Add comment: Push contact
- Turn on the ‘Use in custom button’ checkbox
- Map the fields:
Last Name → Full Name Last Name
First Name → Full Name First Name
- Press on ‘Apply’
- Now it’s time to connect this push action to your custom button:
Open the ‘Process push or get’ dropdown and choose your action:
Contact (create) - Push contact
- Press on the ‘Add’ button and the action will be added to the table above.
- Turn on the ‘Process mails after push’ Checkbox
- Turn on the ‘Generate PDF’ Checkbox
- Press ‘Apply’ and save the form.
9- Test your form:
- Publish it as URL
- Enter a full name and press on the ‘Push now’ button.
A new contact will be created in your Salesforce account and an email will be sent to you, containing the generated PDF.
Enjoy!