---
title: FORM Butler – Web Forms – After Action
description: FORM Butler allows you to execute Actions after Form Submission, such as generating a document, generating and downloading a document, sending an email, or redirecting the user to another page. If you have experience making PDF Butler Word Doc Configs,…
url: "https://pdfbutler.com/academy/form-butler-academy/form-butler-web-forms/form-butler-web-forms-after-action/"
updated: "2026-03-27"
category: Web Forms
---

# FORM Butler – Web Forms – After Action

FORM Butler allows you to execute Actions after Form Submission, such as generating a document, generating and downloading a document, sending an email, or redirecting the user to another page.

If you have experience making PDF Butler Word Doc Configs, you can skip Step 1

## **С****reate a Doc Config**

The Doc Config should have the **‘Main Word Document’** record type.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture1-2.png)

In the created Doc Config, enter the document title. It will be the name of the generated document.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture2.png)

### **Link Data Sources to the Doc Config.**

You can link only Data Sources of type **‘Single sObject’**

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture3-1.png)

**Next Step:**
 Prepare a Word document with merge fields. The merge fields will retrieve data from the Web Form that you submit.

You can see an example of a document with merge fields below.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture4-1.png)

Go to the Pdf Butler

Click ‘Open PDF Butler’ in Doc Config

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture5-1.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture6-1.png)

Next, add the Data Sources and select the Config Type

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture7-1.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture8-1.png)

Example of an added Data Config

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture9-1.png)

**Next, add the prepared document with the same merge fields.**

**Note:** The Data Config must contain the same fields that were added to the document. Only this document will be included as the After Action document.

Click **Choose File** and attach the document.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture10-1.png) ![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture11.png)

 

Once the document is added, click the ‘Save to Server’ button

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture12-1.png)

The system should save without errors

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture13-1.png)

## **Flow Configuration**

There are three available types in the Flow: **Files**, **Text**, and **Redirection URL**.

Set the value in **Assign After-Action Type** to **Files** (for example)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture14-1.png)

Also, add the ID of the Doc Config. This should be the Doc Config with the ‘Main Word Document’ record type that was created and configured earlier.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture15-1.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture16.png)

Save the Flow as a new version and activate it.

## **Create a Web Form**

Go to the Web Form Editor and add the same fields that are used in the document to the form. Then save the form.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture17-1.png)

Go to the Doc Config and first create an Unattached Form Request

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture18-1.png)

Once the Unattached Form is created, enter the API name of the Flow in the ‘After Action’ field on the Form Request

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture19-1.png)

Open the Form Request link, enter some data, and click ‘Submit Form’

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture21.png)

You can download the files

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture22.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture23.png)

Create Request from Account

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture24.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture25.png)

**Note:** If it is an Unattached Form, the file will be attached to the Form Request.
 If the Web Form is created from an Account (for example), the file will be attached to the Account.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture26.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture27.png)

Account

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture28.png)

### **Redirection URL**

Go to the Flow and change the type to **Redirection URL**.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture29.png)

Add New Variable ‘redirectionURL’

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture30.png)

**Save the Flow as a new version and activate it.**

Create an Unattached or Attached Form Request and submit the form.

After submission, you will see the redirection message.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture31.png)

Then, the user should be redirected to the site specified in the Flow

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture32.png)

### **Text**

Add a new resource – **Variable** – in the Flow.
 Set the following values:

- **API Name:** message
- **Data Type:** Text
- **Available for Output:** True

Then, enter the text you want to display after submitting the form in the **Default Value** field

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture33.png)

**Save the Flow as a new version and activate it.**

Create an Unattached or Attached Form, enter the data, and submit the form.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture34.png)

**Note:** If you use the **Redirection URL** or **Message** type, after submitting the form, the file will be attached to the Form Request (if it is an Unattached Form) or to the Account (if it is an Attached Form).

**Configure Flow**

**Create Assigment**

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture35.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture36.png)

**Set Data Source Assigment**

** **

**Value = id of Data source Account**

**Create Variable  ‘valuesDataSource’**

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture37.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture38.png)

**Loop – Loop updatables**

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture39.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture40.png)

**Next one**

**Create Variable**

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture41.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture42.png)

**Create dataSourceData**

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture43.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture44.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture45.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture46.png)

**Create an Apex Action.**

Set the **Doc Config ID** to the Doc Config with the **‘Main Word Document’** record type.

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture47.png)

![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture48.png) ![](https://pdfbutler.com/wp-content/uploads/2026/03/Picture49.png)