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Node - Print Record

Node: With this node, the contents of the record can be generated as a Word/Excel 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 PDF File 

    In this node, it generates Word/Excel files by default and is free. If you need PDF files, you need to check [Simultaneous generation of PDF files].

    • The creation of PDF files is a third-party service offered by WPS, with a cost of USD $0.02 per instance. Files that do not successfully convert will not incur a charge.

    • 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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