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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.

 1_klKt1nc4NQAFXCPq15UlVA.png

 

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.

 

1_Xtugqab2f471106NkYwo-A.png

 

 

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

 

1_hkqjgisJoL74r5vVBel3Eg.png

 

 

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:

1_KvQD5jzOkjuNJ6SVwZRTwQ.png

 

 

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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  • Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Strong consulting professional with a Bachelor of Engineering (B.E.) focused in Information Technology from Mumbai University.
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