Node - Get Snapshot of Page
With the [Get a snapshot of a page] node, users can capture a snapshot of a custom page, chart, or link address and write it to a file field or send it as an email attachment. This feature is only available in the paid editions.
For each organization, only 100 snapshots can be taken per hour.
Use Case
On the 1st of every month, generate an image of the "Quarterly Orders" chart from the Order worksheet in the Sales Management application and send it as an attachment to investors.
Configuration Steps
Create a workflow triggered by scheduled time
Add the [Get a snapshot of a page] node
Select the page type
Custom Page: Choose a custom page from the application, and it will generate an image of the page's charts, views, buttons, etc.
Chart: Select a chart from the worksheet, and it will generate an image of the chart.
If the chart has permission settings, the page content cannot be captured.
Link Address: Based on the provided link address, capture the page content in real-time and generate an image.
Configure page size and waiting time
Page Width and Height: Set the width and height for the generated image (no need to set height for custom pages).
Waiting Time: Some charts may take time to load due to large amounts of data, so set a waiting time to ensure the complete capture of the page. You can adjust the time as needed.
Add the [Send Email] node
For the attachment in the [Send Email] node, choose the image generated in the previous [Get a snapshot of a page] node. The generated snapshot can also be selected in the file fields of the [Add Record] and [Update Record] nodes.
Publish the workflow and test
Tips
If a password is required to access the link when capturing a snapshot with the link address, it will not be successful.
Custom pages, views, and records can be shared, so users can get snapshots using the shared links.
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