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

Ensure that you have selected a default Choice value. See below where to do that on the Content Type input:

 

Choice default value.JPG

But what value should I put into the "Default Choice" field?

You have to create an output for the overall action. Under Action Outline on the left side select Outputs. Then here you should see the option to 'Create Output':

 

Action Output.JPG

Label it 'Attachment' then click 'Exit Edit Mode'. Then you will be able to drop the 'Attachment' data pill from the script step.

I think I got this step configured correctly.  I still need to know what value to put into the "Default" field of the "Content Type" input field before I can save and publish this custom action.

You need to set up the Content Type input with some choices. See below example where I added PDF choice. When you save the action you can set the default value as one of the choices you create.

 

Screenshot 2023-01-09 at 18.42.10.png