Output forms after file compression in Zip format
You can output a generated form as a compressed ZIP file.
This section explains the settings for outputting a form into a compressed ZIP file.
SVF Cloud for Salesforce
Create a form layout
You can create a form layout by using the form layout creation tool. Note that the type of a generated form (compressed ZIP file) will differ depending on the type of form layout.
Types of form layouts | Types of forms generated |
|---|---|
XML file | PDF file |
Excel file | Excel file |
Word file | Word file |
Set SVF buttons
On the 
SVF Button Settings screen of the SVF Cloud Manager, set the following.
Setting item | Setting |
|---|---|
SVF Button Information - | In the list of actions, select |
Caution
When you have changed the existing SVF button settings, you need to create the print button again.
Reference
The above are the minimum settings required to output a form as a compressed ZIP file. See "2. Set SVF button in Sandbox environment" for common settings regardless of output method.
Optional settings
Configure the settings on SVF Cloud Manager. Go to the SVF Button Settings screen - SVF Button Information - 
- Settings screen.
Output multiple records with separating files by record
When outputting multiple records, separate files by record, and compress them into one Zip file.
 |
Setting item | Setting |
|---|---|
File tab - Switch Form Layout | On |
Output multiple records without separating
Output multiple records into one file without separating them by of record, and compress it into one Zip file.
 |
Setting item | Setting |
|---|---|
File tab - Switch Form Layout | Off |
Output PDF file with document security enabled
You can specify it when the form layout is an XML file.
You can set a password to open the document and restrict operations on the PDF file.
Setting item | Setting |
|---|---|
PDF tab - PDF Security Options | On (For details on each setting, see "Advanced setting items of the SVF button") |
The password to open the document can be set on the screen that appears after clicking the form output icon on the preview screen.
 |
Password
Specify the character string to be used as the password. By default, a random string is specified.
Download Password File button
Downloads the CSV file containing the password.
OK button
Prints the form and closes the screen.
Caution
After you close the screen, you can only view your password in the downloaded CSV file.
Cancel button
Closes the screen without printing the form.
Reference
If multiple PDF files are output as a compressed ZIP file, the same password will be set for all files.