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            Attach a Completed Form PDF to an Application Record

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            Attach a Completed Form PDF to an Application Record

            Allow reviewers to see completed forms as a PDF attached to a business license application or other record in Public Sector (formerly Public Sector Solutions).

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create Omniscript forms: OmniStudio Admin
            To create Omnistudio Data Mappers: OmniStudio Admin

            To attach a completed Omniscript form as a PDF to a record in Public Sector, first create a Data Mapper to transform and map the Omniscript data to PDF. Then, add the PDF Action to your Omniscript to create the PDF and attach it to a record.

            1. In the Omnistudio app, select Omnistudio Data Mappers from the app navigation menu and then click New.
            2. Enter these details.
              1. For Data Mapper Interface Name, enter Create PDF from Application.
              2. For Interface Type, select Transform.
              3. For Input Type, select JSON.
              4. For Output Type, select PDF.
            3. Click Save, and then select the Transforms tab.
            4. (Optional) Expand the Input JSON panel and paste your Omniscript JSON. To copy the JSON, go to the Omniscript form and click Preview. On the Data JSON tab, click A clipboard icon.
            5. Click Quick Match.
            6. Map input JSON nodes to output PDF fields.

              Omnistudio saves your work automatically.

              When you're done, tell your Omniscript form to create a PDF using the Data Mapper.

            7. Select Omniscripts from the app navigation menu and select an inactive Omniscript application form from the list view.
            8. From the Build panel, drag PDF Action to the bottom of the Omniscript canvas.
            9. In the properties panel, for Attachment Parent Id, enter the ID of the object associated with the application form. For example, enter the object ID for business license applications.
              Note
              Note Every Salesforce object has a three-character ID. To determine the ID of an object, open a record and look in the browser's URL field. After the object name parameter is an 18-character string that represents the record ID. The first three characters of the string are the object ID. For example, the URL https://[domain]/lightning/r/BusinessLicenseApplication/0f0RN000000004IYAQ/view shows that the object ID for business license applications is 0f0.
            10. Under Send Transformations, for Pre-Transformation Data Mapper Interface, select your Create PDF from Application Data Mapper.

            Omnistudio saves the Omniscript automatically.

            See Also

             
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