Node - Get Record Print File

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This node allows users to automatically generate a Word or Excel file (free) or a PDF file (paid) based on a selected template and record content. The generated file can be written into an attachment field or used as an attachment in a "Send Email" node.

Note: This feature is only available in the paid version.

Example Use Case

Automatically generate a contract document from a record using a Word template, save it to the record's attachment field, and forward it to Finance and Legal teams for review.

Workflow Configuration

1. Add and Configure the “Get Record Print File” Node

• Print Object:
  Select the previous node that contains the record to be printed.

• Print Template:
  Choose from the available templates configured within the worksheet where the record resides.

• File Name:
  You can:

  • Use a specific field as the file name
  • Set a static name
  • Combine fixed text and dynamic field values

  Note: File names must not contain the following characters: //:*?"\<\>|/
  If no custom name is specified, the record’s title will be used by default.

• File Generation:

  Based on the selected template type, a Word or Excel file will be generated for free. You can optionally generate a PDF file by enabling the checkbox "Also generate PDF".

  

  • PDF generation costs 0.03 credits per file.
  • If PDF generation fails, no credits will be deducted.
  • If the same file is used in multiple downstream nodes (e.g., both "Update Record" and "Send Email"), it's only charged once.

2. Write the File to an Attachment Field

Use the "Update Record" node to write the generated file to an attachment field of the target record.

Alternatively, use the file as an attachment in a "Send Email" node:

• If a Word template is selected, only a Word file can be used.
• If an Excel template is selected, only an Excel file can be used.
• If PDF file is not shown during selection, ensure "Also generate PDF" is checked.

3. Tips

• The generated document must be less than 100 MB.

  If used in a “Send Email” node, the file size must not exceed 50 MB.

• In a single "Update Record" node, only one file type (Word/Excel or PDF) can be selected.
  To use both, add another “Update Record” node and set the field update type to Add.

  

• The "Get Record Print File" node may require a few seconds to process, as it involves server-side generation. Subsequent nodes will execute only after the file is ready.

• System default print templates are not supported. Only custom Word or Excel templates are supported.