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Prepare Information-Sharing PDFs for the Provider Referral Flow
Create fillable PDF templates that the provider referral flow populates with constituent data that’s useful to service providers who receive the referral.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To access and modify provider referral flow Omnistudio components: | OmniStudio Admin AND Provider Management Access |
Enable caseworkers to give service providers a PDF with information about referred constituents so that the providers can deliver their service more effectively.
The provider referral guided flow includes three PDF form templates that share constituent data from relevant objects with service providers. When caseworkers create referrals by using the provider referral guided flow, they select a template, and the flow creates a PDF filled with data from the referred constituent’s records. The flow attaches the PDF to the referral for the provider’s reference.
- ShareChildWelfareInformation.pdf
- Adds information about the referred constituent from the Account, Assessment Question, Assessment Question Response, Benefit Assignment, Case, Contact, Goal Assignment, and Party Relationship Group objects.
- ShareJobCounselingInformation.pdf
- Adds information about the referred constituent from the Account, Benefit Assignment, Contact, Goal Assignment, and Person Employment objects.
- ShareWorkshopInformation.pdf
- Adds information about the referred constituent from the Contact object.
Customize the PDF templates that we provide, or create your own and upload them to Public Sector. Then, update the provider referral flow to fill the PDF template with information from constituent records.
The PDF templates are available as documents in Salesforce Classic.
Customize a Provider Referral Information-Sharing PDF Template
Download one of the templates we provide and customize it by using Adobe Acrobat Pro.
- In the Lightning Experience header, click your profile picture, and then select Switch to Salesforce Classic.
- On the Documents tab, from the Folders menu, select PSSOutboundReferralTemplates.
- Select the template that you want to customize, click View file, and then download it.
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In Adobe Acrobat Pro, modify the template.
For example, include a custom field from an object or include information about the referred constituent from a different object.
- To replace the original PDF template with your new version, in the PSSOutboundReferralTemplates folder, select the template, click Replace Document, and then upload your customized PDF template.
The Create Outbound Referral Omniscript uses the Integration Procedure OutboundReferral/GetClientDetailsForSelectedTemplates to fetch the data from client records that the Provider Referral flow adds to the PDF templates. To fetch the data that you want to add to a modified PDF template, customize this Integration Procedure.
The Omniscript uses the Data Mapper PSSOutboundReferralFillPDFTemplates to map data from the Omniscript JSON to PDF fields. To map data to any new fields that you added to a PDF template, customize this Data Mapper.
Create and Upload a Provider Referral Information-Sharing PDF Template
Create a fillable PDF template by using Adobe Acrobat Pro and upload it to Public Sector.
- In Adobe Acrobat Pro, create a fillable PDF that includes tables for each object whose data you want to share with providers. We recommend that you look at our included template for ideas.
- When your PDF template is ready, in Public Sector, switch to Salesforce Classic.
- On the Documents tab, from the Folders menu, select PSSOutboundReferralTemplates.
- Click New Document.
- Enter a document name, and then press Tab to automatically populate the unique API name for the document.
- Upload your PDF template.
The Create Outbound Referral Omniscript uses the Integration Procedure OutboundReferral/GetClientDetailsForSelectedTemplates to fetch the data from client records that the Provider Referral flow adds to the PDF templates. To fetch the data that you want to add to your PDF template, customize this Integration Procedure
The Omniscript uses the Data Mapper PSSOutboundReferralFillPDFTemplates to map data from the Omniscript JSON to PDF fields. To map data to the fields in your PDF template, customize this Data Mapper.
To add data to your PDF template, add PDF Actions to the Omniscript.
