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Convert a web form to PDF and send for approval

Sometimes it is vital to get information from a web form and convert it to PDF. It might be a SharePoint form or a custom web form somewhere on your website, but you need to get that information and send it in email as an attachment, for example. 


In this article I'll show you how to design and publish a responsive web form, handle its submissions and convert posted data to PDF with the help of Plumsail FormsPlumsail Actions, and Microsoft Flow.


Plumsail Forms allow you to design custom responsive forms for SharePoint Online or to publish on your website, then submit data to Microsoft Flow. Plumsail Actions give more versatility to your Flows, allowing you to create HTML from a template and to convert HTML into PDF.


With recently introduced new functionality, Plumsail Forms allow you to add tables to your forms which can be populated by the user and then submitted with the rest of the data.


I’ve designed and filled in the following form, which can be published to any site with our widget:


1_la7gLZhh-sBHH61gt_F93Q.pngWe subscribe to the submission of this form in MS Flow with Plumsail Forms connector. Read more about setting it up here.



We can then use Plumsail Actions to convert this data to HTML. Data Table can be converted either inside the template or with a separate out-of-the-box action straight into HTML table. Plumsail Actions HTML Template will also allow us to add custom CSS and JavaScript to the template.





Next, we use the result HTML to create PDF file in one simple step:





Once it is converted, we will include the result PDF file as an email attachment and send it to the head of the department for approval.


Here is the result:




This is just a simple example of what can be achieved with the combination of our products, you can find a more detailed instruction in our documentation. There are many other use cases, of course, and we’ll be glad to help you achieve the result you are looking for.


The article was originally published at medium.

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  • Working daily with Microsoft Cloud to deliver the needs of my company, my customers and various Microsoft communities and forums. | Office 365 | Flow | PowerShell | PowerApps | SharePoint |
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  • Microsoft Business Apps MVP. Owner of ThriveFast, an Office 365 consulting company.
  • 7x Microsoft Business Solutions MVP (CRM)
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  • Daniel is a Business Productivity Consultant & Microsoft Business Solutions MVP who is very enthusiastic about all things Office 365, Microsoft Flow, PowerApps, Azure & SharePoint (Online). Since the preview, Daniel has been working with Microsoft Flow and later on with Microsoft PowerApps. That led to him being awarded an MVP Award for Business Solutions. He loves to blog, present and evangelize about improving productivity in the modern workspace with these amazing tools!
  • Michelle is an Office 365 solution architect in Twin Cities, MN. She has been delivering business collaboration solutions for years with her focus on SharePoint and Office 365. Michelle is a recent board member of the Minnesota Office 365 User Group and has been a member of the SharePoint community since 2009. She is a frequent speaker at MNSPUG and SharePoint Saturday and co-chaired the Legal SharePoint User Group for 4 years. Her most frequent projects have involved rolling out a large deployment of Office 365, SharePoint Online intranet, build of a "CHAMPS" Office 365 user adoption program and most recently, SharePoint On-Premise to Online Migration. Michelle is very excited about cloud technology as it is shifting her IT Pro focus to collaboration strategy and technical adoption.
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