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            Fill a PDF with a PDF Action

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            1. Salesforce Help
            2. Docs
            3. Omnistudio

            Fill a PDF with a PDF Action

            You can fill an existing PDF form with the PDF action and an Omnistudio Data Mapper.

            PDF Requirements:

            • Adobe Acrobat Pro

            • An existing fillable form (either unsecured or you have the password)

            • PDF must be a Linearized PDF, Version 1.5 or above. You can save a PDF as Linearized Version 1.7 by clicking Save as Other, and then Reduced Size PDF, and then Acrobat 10.0 and later.

            • Salesforce doesn’t support the List Box PDF Form field type (Multi-Select fields) in the PDF.

            • The PDF Form Field Values for Radio Buttons and Dropdowns must be logically mappable. For example, a Radio Button on a PDF form can't have two options with the same name.

              Note
              Note

              Firefox and Safari browsers can’t fill some fields without taking additional steps. To use Firefox and Safari, see Configuring your browser to use the Adobe PDF plug-in.

              Omniscript PDF generation supports only Latin-1 characters. For a full list of these characters, see page 997 of the PDF Reference, Sixth Edition.

            • In the PDF, use the base fonts included with Adobe Acrobat, or, if you use other fonts, specify a substitute base font to use when those fonts aren’t available.

            • The PDF can be launched in a Firefox, Safari, or Chrome browser.

            1. Prepare your PDF.
            2. Upload the PDF to Salesforce as a document.

            Create an Omnistudio Data Mapper Interface to Map Omniscript Data to a PDF

            After you create the Omniscript and upload your PDF, you must create a Data Mapper to map the information from the Omniscript to the PDF.

            1. From Omniscript, click Preview and fill in test data to populate the JSON of the Omniscript.
            2. Copy the Omniscript's JSON data.
            3. From the Data Mapper tab, click New.
            4. For Interface Type, select Transform.
            5. Enter an Interface name.
            6. In the Input Type field, select JSON.
            7. In the Output Type field, select PDF.
            8. In the Target PDF field, select an existing PDF, and click Save.

            Map Omniscript Fields to a PDF

            Populate a PDF with Omniscript data by mapping the Omniscript JSON data to the PDF.

            1. In your Omnistudio Data Mapper Interface, click Transforms.
            2. Click Input JSON, and paste in your Omniscript's JSON.
            3. Click Quick Match and map nodes in your Input JSON to PDF fields.
            4. (Optional) Add mappings one at a time by clicking the + symbol, and mapping an Input JSON Path to a PDF Output Field.

            Add a PDF Action to an Omniscript

            Populate a PDF with Omniscript data by using the PDF Action.

            Note
            Note

            The PDF Action is not supported in IE 11 browsers. Edit block doesn't support this action.

            Beginning Spring ’22, enable older PDF viewers to display text fields in a PDF element using the appearance object property. By default, the useAppearanceObject is undefined. To enable, add "useAppearanceObject": true in the JSON editor of the PDF Action Properties pane.

            PDFs larger than 250KB generate slowly. PDFs larger than 1MB can take several minutes to generate and sometimes time out.

            1. From the Omniscript Designer, drag the PDF Action to the Omniscript.
            2. From the Properties pane, in Document, select your PDF document.
            3. If needed, attach the PDF to a parent record:
              1. For Attachment Name, name the attachment.
              2. For Attachment Parent Id, provide the id of the attachment's parent record id.
            4. In the Send Transformations section, from the PreTransform Omnistudio Data Mapper Interface picklist, select the Data Mapper that you created earlier.
            5. Select Read Only to make the filled PDFs read-only.
            6. If necessary, change the default date and time formats.
              Note
              Note

              Use moment.js formatting. If left blank, the defaults are Time Format: h:mm a, Date Format: MM/DD/YYYY, Date Time Format: MM/DD/YYYY h:mm a.

            7. Launch the form in Preview mode, and fill out each field that should map to the PDF.
            8. Check the PDF to confirm that the mappings are correct.
              Note
              Note To view the generated PDF,users need read access to the Data Mapper Bulk Data object. This access is provided by default, but in case of issues, make sure that users have access to the object.
             
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