Using Flow Designer to Generate a PDF and attach it to a record

machiavvelli
Tera Contributor

I am trying to generate a PDF based on variables on a record and attach the PDF to the record.

I had this working perfectly in my personal developer's instance using a UI action.

Now, I am trying to do so using Flow Designer and I am having no success.

Could someone give me some advice or guidance, please?

Thank you.

13 REPLIES 13

Thank you very much!  I will try this out and let you know if (when)  I get stuck.

I am having difficulty completing Step #5.  I am not sure where to drag and drop the "Attachment" data pill.

Also, I can't publish the action because it says the "Content Type" input variable is missing the default value.  I don't know what it is based on your instructions.