Node - Print Record
Node: With this node, the contents of the record can be generated as a Word file (free) or a PDF file (charged) depending on the template selected, and then be automatically written to a file field or used in the [Send E-mail] node. It is only available in the paid editions.
Use Case
Automatically generate the contract record as a Word file, write it to the file field in the record and submit it to the financial and legal staff for approval.
Workflow Configuration
1. Add the [Print Record] node
Printed Object: Select the node corresponding to the record to be printed.
Printing Template: Multiple templates can be designed in the worksheet of the record to be printed, and can be selected here.
File Name:
You can select a field as the file name, or set a fixed name, or a combination of fixed and field values, but the name must not contain the English character //:*?" \<>|/, if you don't set a custom name, the record title is set to the file name by default.
Generate File
In this node, it generates Word files by default and is free. If you need PDF files, you need to check [Generate PDF File].
[Generate PDF File] is a third-party service provided by WPS at RMB 0.15 per file, and no fee will be charged for failed conversion.
If the file is used by more than one subsequent nodes, for example, it is used in both the [Update Record] node and the [Send E-mail] node, it is charged once.
2. Write the generated file to the file field
Add the [Update Record] node to write the file to the file field of the target record.
Or select the generated file in the [Send E-mail] node.
If a Word template is selected, only Word files can be generated and selected here.
If an Excel template is selected, only Excel files can be generated and selected.
If the PDF file is not displayed when selecting, it is because [Generate PDF File] is not checked in the [Print Record] node.
3. Tips
The size of the generated file should not exceed 100M (If used in [Send E-mail] node, it should not exceed 50M).
In an [Update Record] node, you can only choose Word file or PDF file, if you need both kinds of files, you can add another [Update Record] node to add the other kind of file, and select "Add" when setting the type of field.
In the [Print Record] node, generating a file requires waiting for the server to process it. The subsequent nodes can be executed only after the file is generated.
System printing templates are not supported, only Word and Excel templates.
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