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Document integration

Forms's document integration feature lets you use previously built PDF files and populate them with data captured by Forms.

Where compliance or regulatory requirements mandate it, integrating Forms captured data with existing documents can be an important part of the overall Forms solution. These output documents can be provided for precise printing, document signing or archiving.

You can use a Forms form to collect user data, and display the information in a PDF. This process requires four steps:

  1. Load an existing PDF into Forms.
  2. Create a form that contains information fields that align with fields in the PDF.
  3. Create a service description by mapping fields from your form to fields in the PDF.
  4. Add a button that the user can click to populate and display a PDF.

Note

For the Forms document integration, PDFs must allow the input of information to be populated by data that is collected in a Forms application.

  • Adding a PDF to Forms
    The following instructions describe how to add a PDF to Forms.
  • Mapping form items to PDF fields
    The following instructions describe how to create a Service Configuration to map Forms fields to fields in an existing PDF and, when triggered, returns the filled PDF to the user.
  • Mapping form items to PDF fields and storing the filled PDF
    NEW - The following instructions describe how to create a Service Configuration to map Forms fields to fields in an existing PDF and, when triggered, stores the filled PDF as an attachment to the record.
  • Creating the PDF trigger
    The following instructions describe how to create a trigger that calls the PDF service, and triggers the service when the user clicks the button.
  • Document integration usage details
    The following usage details describe the best practices and limitations for integrating your Forms application with a PDF.

Parent topic: Building Apps