Merge data from a form submission into a Formstack Documents template to generate a PDF, Word, Excel or PowerPoint document. Save the generated document to any of the Salesforce submission records automatically. Generate multiple document merges concurrently from the same submission.
Table of Contents
Can you upload a PDF to Formstack?
By default, file upload fields allow these file extensions: jpg,jpeg,gif,png,bmp,tif,psd,pdf,doc,docx,xls,xlsx,txt,mp3,mp4,aac,wav,au,wmv,avi,mpg,mpeg,zip,gz,rar,z,tgz,tar,sitx. You can delete or add file extensions to allow whatever file types you like.
Can you upload a form to Formstack?
As with any form field addition in Formstack, you simply drag the File Upload field from the fields list in the builder and drop it onto your form. Once you’ve added the field to your form, you can give it an appropriate label, such as Upload your resume, and edit the accepted file types.
How do I add an attachment to Formstack?
Start by adding a File Upload field to the Formstack Form. For this example, the File Upload field on the form has been labeled “Attachment.” 2. Add an Attachment Object in the Salesforce integration settings by going into the Form > Settings > Salesforce > Objects > Select Object > Attachment.
How do I upload a PDF to Salesforce?
Click Add Files in the Files related list menu, or drag files directly onto the Files related list. (You can drag multiple files, but not a folder. You can’t drag files onto read-only related lists.) Note In Lightning Experience, your org may use a custom page layout for the file detail page.
How do I upload a form?
1:024:51How to upload or submit a file with Google Forms – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd select file upload. Once you’ve selected file upload you get a little notification that yourMoreAnd select file upload. Once you’ve selected file upload you get a little notification that your students will have to sign in otherwise they can’t upload files. So we’re going to click on. Continue.
How do I add an image to formstack?
To insert an image into your form, you will need to add a Section or Description Area Field to your form and then click on the Insert Image button (which looks like a picture of mountains). This will bring up the Insert image dialog box. Click on the Upload button on this box to upload your own image.
How do I enable an attachment object in Salesforce?
Go to your page layout, find the related lists. In there you will find the related list for “Notes and Attachments”. Drag that onto the related list part of the page layout. You’re all set.
How do I add an attachment in Salesforce?
To navigate to ‘Attach File’ in Salesforce ClassicGo to any task or events records (either via home tab or via open activities/activity history related list of any record).Click Edit.Scroll down to Attachments related lists, then click Attach File.
What is formstack documents?
Combine Formstack Forms with Formstack Documents to bring data collection and document generation together in one, easy-to-use platform. Easily gather information from your team or customers and boost productivity with seamless document creation.
What file types can you upload to Salesforce?
Files RequirementsFiles formats supported include .docx, .pdf, .ppt, .pptx, .xls, and .xlsx.All image files are supported including .gif, .jpg, and .png.Files cannot be deleted from within Salesforce for Android and iOS.More items…
Where do I put documents in Salesforce?
To add a document and upload its file, log in to Salesforce and follow these steps: Click the plus sign at the top to the right of your tabs and then select Documents. An Upload New Document page appears. Type a name for the file in the Document Name field.
How do I add a document to Salesforce lightning?
0:020:30How to Upload Files in Salesforce Lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome to my guide in this guide we will learn how to upload files in Salesforce lightning. ClickMoreWelcome to my guide in this guide we will learn how to upload files in Salesforce lightning. Click on files click on upload files select a file from your system and click open after completing file
What You Can Do
Merge data from a form submission into a Formstack Documents template to generate a PDF, Word, Excel or PowerPoint document.
What you need
The Formstack Documents integration is available to all Formstack Salesforce App customers.
Limitations
Formstack Documents are not supported on NativeCloud at this time. Please let us know if this feature is important to you.
Get Started
Documents
Open an existing form for editing and navigate to the Documents tab to create a enw document configuration.
Go Further
Array/Loop Field Merge
You can specify if a document template merge field is an array and merge the list of all values of a Repeated Object field.
Manage Documents
You can see a list of documents that will be generated for a given form on the Documents tab within the form editor. Each document configuration can be modified, duplicated or deleted.
Step 1: Sign up to Pabbly Connect
Start the procedure to add Salesforce lead from new Formstack form submission by visiting the Pabbly Connect website. Now, click on the “ Sign-Up Free” button available. You can either use your existing Gmail account or else manually fill in the registration form to signup.
Step 2: Access Pabbly Connect
Now, press the “Access Now” button of the software “Connect” within the Pabbly applications.
Step 3: Workflow for Formstack with Salesforce Integration
Then, start with creating a workflow by pressing the “Create Workflow” button.
Step 4: Setting Trigger for Formstack to Salesforce Integration
Now, in order to automatically add Salesforce lead from new Formstack form submission, you’ll need to set-up a trigger using Pabbly Connect.
Step 5: Connecting Formstack to Pabbly Connect
Now, in order to connect Pabbly Connect and Formstack for sharing data, you need to authorize the account. Hence, for that, you need to log into your Formstack account.
Step 6: Fill a Test Form
After setting up the trigger, now it’s time to make a dummy form submission to collect data from Formstack.
Step 7: Test the Response in Pabbly Connect Dashboard
Once you click on the “Submit Form” button in Formstack, the form entry will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.
