Using Flow Designer to Generate a PDF and attach it to a record
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎01-04-2023 08:10 AM
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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎01-05-2023 01:24 AM
Ensure that you have selected a default Choice value. See below where to do that on the Content Type input:
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎01-09-2023 07:55 AM
But what value should I put into the "Default Choice" field?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎01-05-2023 01:20 AM
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':
Label it 'Attachment' then click 'Exit Edit Mode'. Then you will be able to drop the 'Attachment' data pill from the script step.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎01-09-2023 08:01 AM
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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎01-09-2023 10:44 AM
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.