Attach Form Entry PDF To A Salesforce Record

To attach the forms entry as a PDF file to your Salesforce record, please go to your Formyoula dashboard and click on the "Cloud" icon or select "Add/Edit Connections" from the "Actions" list.

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Click edit on the Salesforce connection under the "Connection Type" column.

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Click on the "Salesforce Record Settings" bar to view the settings section.

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Tick the "PDF Attachment" check box and press "Save Record Settings".

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Now when a form entry is captured you will be able to see the form's entry as a PDF attachment under your record's "Notes & Attachments" section.

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For any questions please email [email protected].