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Node - Get Record Print File

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.