PDF fill PDF forms in Salesforce with PDF.co Web API

PDF.co Web API: the Web API with a set of tools for documents manipulation, data conversion, data extraction, splitting and merging of documents. Includes image recognition, built-in OCR, barcode generation and barcode decoders to decode bar codes from scans, pictures and pdf.

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FillPDFFormSimplified.cls

      
public class FillPDFFormSimplified{ // The authentication key (API Key). // Get your own by registering at https://app.pdf.co/documentation/api String API_KEY = 'ABCDE'; // Destination File Name string DestinationFile = 'result.pdf'; // Direct URL of source PDF file. string SourceFileUrl = 'https://bytescout-com.s3-us-west-2.amazonaws.com/files/demo-files/cloud-api/pdf-form/f1040.pdf'; // PDF document password. Leave empty for unprotected documents. string Password = ''; // File name for generated output. Must be a String string FileName = 'f1040-form-filled'; public void fillPDFForm() { try { // Create HTTP client instance Http http = new Http(); HttpRequest request = new HttpRequest(); // Set API Key request.setHeader('x-api-key', API_KEY); // Values to fill out pdf fields with built-in pdf form filler // To fill fields in PDF form, use the following format page;fieldName;value for example: 0;editbox1;text is here. // To fill checkbox, use true, for example: 0;checkbox1;true. // To separate multiple objects, use | separator. // To get the list of all fillable fields in PDF form please use /pdf/info/fields endpoint. String fieldString = '1;topmostSubform[0].Page1[0].f1_02[0];John A. Doe|1;topmostSubform[0].Page1[0].FilingStatus[0].c1_01[1];true|1;topmostSubform[0].Page1[0].YourSocial_ReadOrderControl[0].f1_04[0];123456789'; // If enabled, Runs processing asynchronously. Returns Use JobId that you may use with /job/check to check state of the processing (possible states: working, Boolean async = false; // Prepare requests params as JSON // See documentation: https://apidocs.pdf.co // Create JSON payload JSONGenerator gen = JSON.createGenerator(true); gen.writeStartObject(); gen.writeStringField('url', SourceFileUrl); gen.writeStringField('name', FileName); gen.writeBooleanField('async', async); gen.writeStringField('password', password); gen.writeBooleanField('encrypt', false); gen.writeStringField('fieldsString', fieldString); gen.writeEndObject(); // Convert dictionary of params to JSON String jsonPayload = gen.getAsString(); // URL of 'PDF Edit' endpoint string url = 'https://api.pdf.co/v1/pdf/edit/add'; request.setEndpoint(url); request.setHeader('Content-Type', 'application/json;charset=UTF-8'); request.setMethod('POST'); request.setBody(jsonPayload); // Execute request HttpResponse response = http.send(request); // Parse JSON response Map<String, Object> json = (Map<String, Object>)JSON.deserializeUntyped(response.getBody()); if(response.getStatusCode() == 200) { if ((Boolean)json.get('error') == false) { // Get URL of generated PDF file String resultFileUrl =(String)json.get('url'); // Download generated PDF file downloadFile(resultFileUrl, DestinationFile); System.debug('Generated PDF file saved as \'{0}\' file.'+ DestinationFile); } } else { System.debug('Error Response ' + response.getBody()); System.Debug(' Status ' + response.getStatus()); System.Debug(' Status Code' + response.getStatusCode()); System.Debug(' Response String' + response.toString()); } } catch (Exception ex) { String errorBody = 'Message: ' + ex.getMessage() + ' -- Cause: ' + ex.getCause() + ' -- Stacktrace: ' + ex.getStackTraceString(); System.Debug(errorBody); } } @TestVisible private static void downloadFile(String extFileUrl, String DestinationFile) { Http h = new Http(); HttpRequest req = new HttpRequest(); extFileUrl = extFileUrl.replace(' ', '%20'); req.setEndpoint(extFileUrl); req.setMethod('GET'); req.setHeader('Content-Type', 'application/pdf'); req.setCompressed(true); req.setTimeout(60000); //Now Send HTTP Request HttpResponse res = h.send(req); if(res.getStatusCode() == 200) { blob fileContent = res.getBodyAsBlob(); ContentVersion conVer = new ContentVersion(); conVer.ContentLocation = 'S'; // to use S specify this document is in Salesforce, to use E for external files conVer.PathOnClient = DestinationFile + '.pdf'; // The files name, extension is very important here which will help the file in preview. conVer.Title = DestinationFile; // Display name of the files conVer.VersionData = fileContent; insert conVer; System.Debug('Success'); } else { System.debug('Error Response ' + res.getBody()); System.Debug(' Status ' + res.getStatus()); System.Debug(' Status Code' + res.getStatusCode()); System.Debug(' Response String' + res.toString()); } } }

FillPDFFormSimplifiedTest.cls

      
@isTest public class FillPDFFormSimplifiedTest { private testmethod static void testfillPDFForm() { Test.setMock(HttpCalloutMock.class, new FillPDFFormSimplifiedTest.DocumentCreationMock()); (new FillPDFFormSimplified()).fillPDFForm(); List<ContentVersion> cv = [select Id, VersionData from ContentVersion]; System.assertEquals(1, cv.size()); String strt1 = cv[0].VersionData.toString(); System.assert(strt1.contains('John A. Doe')); } private testmethod static void testfillPDFFormException() { (new FillPDFFormSimplified()).fillPDFForm(); List<ContentVersion> cv = [select Id from ContentVersion]; System.assertEquals(0, cv.size()); } public class DocumentCreationMock implements HttpCalloutMock { public HTTPResponse respond(HTTPRequest req) { HttpResponse res = new HttpResponse(); String testBody = '{"hash":"John A. Doe","url":"https://pdf-temp-files.s3-us-west-2.amazonaws.com/0c336bfcef1a473d98492bda25d8da03/newDocument.pdf?X-Amz-Expires=3600&x-amz-security-token=FwoGZXIvYXdzEO7%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaDHWK1dY4d4lOgsheliKBATwE%2FZewASPTEnPxTn%2BOdYhP4h3gljAJfqbRvQptDX7wdWLmrBS7Tg4qTU6pAbxIdXChGPjBWpSbtiADJKmqkmyhkUmE8GSM1%2FGtJO6bga2pgzvFLXmzxjTf3%2BFNqwYOvbyApIZdVLoPpEKY6PlCflQtLTd30dhelm6xpB8pitbdhSjdz8KCBjIobVy%2Fjwybwp6OQgB%2FT6QkIo2dU07gtFREdn5jhRyvnS5lkccweBV1%2Bw%3D%3D&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIA4NRRSZPHMV5P3JOS/20210316/us-west-2/s3/aws4_request&X-Amz-Date=20210316T124309Z&X-Amz-SignedHeaders=host;x-amz-security-token&X-Amz-Signature=95287bf3c007fed4c2c5aeea1ce75c846cc6c68b22aaf35175ebe41a105f54e1","pageCount":1,"error":false,"status":200,"name":"newDocument","remainingCredits":9913694,"credits":3}'; res.setHeader('Content-Type', 'application/json'); res.setBody(testBody); res.setStatusCode(200); return res; } } }

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