Create from Flow Action

For use within Flow Designer, a Flow Action called Generate PDF from HTML and Attach to Record is included with the app. This can be used within any flow to automate the generation of a PDF to be attached to a record. It requires inputs of:

• File name: File name of the resulting attachment

• HTML Merge Template: The HTML to PDF Merge Template to be used

• Source record: Source record from which to derive any dynamic data in the PDF

• Attach to record: Target record where the PDF file should be attached