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Create pdf from PowerApps form and upload it to SalesForce

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I need to generate a pdf file from PowerApps and upload it to SalesForce. I don't think there is a direct way so can anyone suggest any way around.

I also need to upload pdf to salesForce as well as view attachment saved in Sales Force.

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  • grahampasmurf Profile Picture
    grahampasmurf 133 on at
    Re: Create pdf from PowerApps form and upload it to SalesForce

    I will answer my own questions.

     

    How to set up flow to overwrite the file if it already exists?

    • Set "Allow chunking" to Off.

    How to allow the user to download the PDF from within PowerApps?

    • I set the flow to email it to the user instead.
  • Rosella Profile Picture
    Rosella 2 on at
    Re: Create pdf from PowerApps form and upload it to SalesForce

    Hi All, I have successfully created the flow in Power Automate and the HTML in Power Apps however my document is 12 pages long and in the HTML I can only get 2-3 pages and on the PDF it brings across nothing any help appreciated?

  • grahampasmurf Profile Picture
    grahampasmurf 133 on at
    Re: Create pdf from PowerApps form and upload it to SalesForce

    Thanks for everyone's input on this.  I followed these instructions and now my PowerApps form will create a PDF and place it into a document library using Flow.

     

    Now, the next issues to resolve are these:

      -The flow will error if the file already exists.  Is there a method to check if the file already exists and do not display the button in PowerApps if it already exists?

      -How do I allow the user to download the PDF from within PowerApps?

      I was thinking of displaying the contents of the file in the PDF Viewer control, although it does not appear that the PDF Viewer allows the user to download the PDF file. 
      I found a method on displaying the PDF from the document library in the PDF Viewer control, but because there is a delay in the flow execution, of 5 to 10 seconds, when the user selects the button to launch the flow, I have to figure out how to delay showing the PDF Viewer control until after the PDF is created by the flow.

     

    Any suggestions?

  • MR_Malakooti Profile Picture
    MR_Malakooti 37 on at
    Re: Create pdf from PowerApps form and upload it to SalesForce

    @summitb and @MilesB__RP 

    Hi everybody

    Also, the following Video, explain it very simple! And you will not be involved with complex scripting and HTML codes!

    Simply pass the variables in an MS-Word template on Flow and create a PDF file from a SharePoint list.

     

    Usually, working & designing .docx files are simpler, and you have more flexible tools and are even more attractive than HTML files as a template.

     

    https://www.youtube.com/watch?v=-1jsBllmr-w

    Best Regards,

    @MR_Malakooti 

  • MilesB__RP Profile Picture
    MilesB__RP 12 on at
    Re: Create pdf from PowerApps form and upload it to SalesForce

    Hi, 

    First of all HELLO ALL, I'm pretty new on this forum. 

     

    My problem is that i have managed to get the flow to pass data to HTML and convert it to PDF, but in powerapps flow is throwing problem and i believe it is to do with .Text arguement after textinputfieldname (as in Flow.Run(textinputfieldname.Text). I should probably mention that i am working from a form. 

    Also, i am not sure at all how to work with different fields than text in this scenario, what if there's dropdown box? 

     

    Many thanks to you all for your input so far and any further help

    Kind regards, 

    Miles

  • summitb Profile Picture
    summitb on at
    Re: Create pdf from PowerApps form and upload it to SalesForce

    Thanks, Shane. Definately helped.

  • jbachman Profile Picture
    jbachman 40 on at
    Re: Create pdf from PowerApps form and upload it to SalesForce

    The Google Apps accounts aren't free. It keeps wanting me to pay a fee to get a Google Apps account.

  • PytByt Profile Picture
    PytByt 943 on at
    Re: Create pdf from PowerApps form and upload it to SalesForce

    @jbachman wrote:

    Thanks for the reply @Shanescows ! I tried watching your videos on YouTube and they all say I have to have a Google Apps Account to be able to view them. Do you happen to have them uploaded anywhere else that is viewable without having to spend money on a Google Apps Account that I will never use?


    Hi @jbachman 

     

    I think its free for creating new goggle acount. ie: gmail. 

     

    cmiiw.

     

    cheers, 

    pytbyt

  • jbachman Profile Picture
    jbachman 40 on at
    Re: Create pdf from PowerApps form and upload it to SalesForce

    Thanks for the reply @Shanescows ! I tried watching your videos on YouTube and they all say I have to have a Google Apps Account to be able to view them. Do you happen to have them uploaded anywhere else that is viewable without having to spend money on a Google Apps Account that I will never use?

  • Verified answer
    Shanescows Profile Picture
    Shanescows 2,220 on at
    Re: Create pdf from PowerApps form and upload it to SalesForce

    Hi All - Yeah, I need to make a follow on video that shows how to gets lots of fields. 

    What I have found is easiest is to make all of the HTML in PowerApps where you are most comfortable and then send it to Flow. So in PowerApps you make the HTML like:

     

    "Field 1 = " & Field1.Text & "<br>Field 2 = " & Field2.Text & " then just keep going."

     

    If you have a table/collection of data then you use the Concat function to make the HTML.

     

    Does that keep you going? 

     

     

    Shane

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