Import Form PDF as Content Document using Flow (Admin-Oriented)

Overview

The FormResponseContentDocAutomation Invocable Apex method allows users to automatically import a PDF generated from a SharinPix Form Response into Salesforce as a Content Document.

This invocable method is designed for use in Salesforce Flows and is compatible with automation for different types of form workflows.

This article covers the following :

1. FormResponseContentDocAutomation's Input Parameters

2. Form Setup

   • Step 1: Configure a Record-Triggered Flow

   • Step 2: Add the Import Action

   • Step 3: Save and Activate the flow

   • Step 4: Fill and Submit Form

Prerequisites

Before configuring this automation, ensure the following:

• You have the latest SharinPix Package installed. You can follow this guide to upgrade your SharinPix Managed Package to the newest version.

• Users must have the SharinPix Forms Admin or SharinPix Forms User permission set assigned. For more information on these two permission sets, check SharinPix Permission Sets.

• A form template has been created using the SharinPix Form Template Editor and has been set up using the SharinPix Form Launcher.

Input Parameters

Below are the inputs required when using the FormResponseContentDocAutomation invocable method in a Salesforce Flow. These parameters must be provided to successfully import the PDF as a Content Document on Salesforce.

Parameter	Description
formResponsePublicId	The ID of the Form_Response__c record from which the PDF will be imported. (Required)
recordId	The ID of the Salesforce Record the Content Document will be linked to. (Required)
filename	The Filename to be assigned to the Content Document.

Flow Setup

This flow is setup to be triggered when a SharinPix Form Response record is updated with a value set for PdfUrl__c and does the following:

• Generates a Content Document of the response

• Imports the Content Document on Salesforce

• Links it to the Form Response's parent record

Step 1: Configure a Record-Triggered Flow

1. Go to Setup > Flows > Click New Flow

2. Choose Record-Triggered Flow and click Create

3. Set the following values:

Setting	Value
Object	SharinPix Form Response
Trigger	A record is created or updated
Condition Requirements	All Conditions Are Met (AND)
Field	PdfUrl
Operator	Is Null
Value	False
When to Run	Only when a record is updated to meet the condition requirements
Optimize Flow For	Actions and Related Records

This configuration ensures the Flow runs only when a new PDF is available.

Step 2: Add the Import Action

Warning:

Starting with the Salesforce Winter’26 release , Apex Actions can no longer be executed directly in the Run Immediately path of a record-triggered flow. Instead, they must be placed in an asynchronous path , as the synchronous execution option is no longer supported.

For more details, please refer to the documentation here: Unable to save a flow with an Apex Action after the Salesforce Winter ’26 release – What should I do?

1. Add an Action element

2. Search for Sharinpix__FormResponseContentDocAutomation

3. Set the input values:

Field	Value
Salesforce record ID to which the Content Document will be linked	{!$Record.sharinpix__ParentRecordId__c}
SharinPix Form Response Public ID	{!$Record.sharinpix__PublicId__c}
Filename of the Content Document	{!$Record.Name}

This step ensures the inspection report PDF is imported directly into the Salesforce Record where the form was launched.

Step 3: Save and Activate

• Save the Flow

• Click Activate to begin automating PDF imports as Content Document.

Step 4: Fill and Submit the Form

Once the form has been submitted with the value set for PdfUrl__c, the Content Document is generated and linked to the salesforce record were the form was launched's Notes & Attachments section.