Overview
Anyone who builds intake workflows (applications, new-member forms, etc.) eventually needs to email or print a clean summary of what someone submitted. Hand-writing that Lava for every workflow is tedious and breaks the moment someone adds a field. This recipe will create a dynamic summary of form actions within a workflow to insert into either an email or a PDF.

It uses a Lava shortcode, {[ webworkflowformsummary ]}, to render a two-column summary table that finds the Form/Form Builder Actions within a workflow to pull information from. Person & Spouse (when applicable) entry information shows first, followed by every other visible field grouped by its Action Form Section. The result can be formatted for either an email body or a print-ready PDF via shortcode parameter.

A note on PDFs - this option requires that you have a PDF generator already in Rock. If you do not and you're looking to create PDFs, you can check out the PDF Toolkit Plugin to see if it would be a good fit.

How to Implement
First, you'll need to create the Lava Shortcode. General settings are below and there's an attachment with the Documentation and Shortcode Markup code. Please note your setup screen may look different depending on your Rock version.

• Name: Workflow Form Summary
• Description: Renders every Form or Form Builder step in a workflow as a two-column summary table: Person Entry and spouse fields (Optional/Required only), plus every other visible form attribute grouped by Action Form Section. A `format` parameter switches between an email-safe layout and a print-friendly PDF layout.
• Category: General
• Documentation: See Attachment
• Tag Name: webworkflowformsummary
• Tag Type: Inline
• Shortcode Markup: See Attachment
• Enabled Lava Commands: RockEntity
• Parameters: See Image Below

Once the shortcode is set up, then you'll need a Workflow or Form Builder to use for testing. You can use a previously created one or create a test one similar to the screenshot added below. The main addition you will need is a Workflow Persist action after the form(s) have been completed to ensure the shortcode can pull the expected information.

This shortcode can be placed in a Send Communication workflow action or the Notification Email Email Body of a Form Builder. Examples of how to insert the shortcode are in the Documentation attachment and the Workflow Setup screenshot. 

Additional Notes

1. While the shortcode does work with many field types, please test any abnormal form options. There may be additional formatting needed for certain field types, or you may want to exclude them and instead use attachments, such as for image or file uploads.
2. There are several parameters to help customize the output of the shortcode to help create tailored emails/PDFs for different workflows. However, the default will provide what is needed most of the time.
3. If you want to learn more about Shortcodes, check out the documentation here.