Slack Integrations

Hello,

For Slack integrations, I successfully submitted a test, but is there a way to have the submission appear as a PDF in the Slack thread?

Hi David,

I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Regarding your question about Slack integrations and having the submission appear as a PDF in the Slack thread, currently, Jotform's Slack integration allows sending form submissions as messages to public or private channels or as chat messages. However, there is no direct option to automatically send the submission as a PDF file within the Slack thread.

You can customize the message title, include form data, and add action buttons like "View Submission" or "Edit Submission," but attaching the submission as a PDF is not a built-in feature of the Slack integration at this time.

If you need the submission as a PDF, you might consider manually downloading the PDF from Jotform and then uploading it to Slack, or exploring third-party automation tools that could convert submissions to PDFs and post them to Slack.

Let us know if you have any other questions.

If we were to integrate wtih Google Drive, the submission then can come over as a PDF, correct?

Hi David,

Integrating your form with Google Drive does allow you to have submissions sent as PDFs. Once the integration is set up, a PDF copy of each submission can be automatically uploaded to your specified Google Drive folder.

Here’s how it works:

1. Integrate your form with Google Drive through the Settings tab under Integrations.
2. Authorize your Google Drive account and configure the integration settings.
3. Enable the option to send submission PDFs to Google Drive, which will upload a PDF version of each submission to your Drive.

While this uploads the PDF to Google Drive, the Slack integration itself does not automatically post the PDF in the Slack thread. You would need to share the PDF from Google Drive into Slack manually or use additional automation tools to do so.

Let me know if you want more details on setting up the Google Drive integration.

With the Google Drive integration, are we able to approve or reject a submission?

Hi David,

The Google Drive integration with Jotform primarily focuses on uploading submission data and files, including PDFs, to your specified Google Drive folder. It does not include built-in features for approving or rejecting submissions.

If you need an approval or rejection workflow, you might want to explore Jotform's Approvals feature, which is designed specifically for managing submission approvals and rejections. This feature allows you to set up approval workflows and notify the relevant parties accordingly.

Let me know if you want more information about setting up approval workflows in Jotform.