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            Export Quip Document to PDF Action

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            Export Quip Document to PDF Action

            Export a Quip document to PDF to mark it as complete and to keep a copy for your records. You can attach the exported PDF to a Quip document or to a Salesforce record.

            Required Editions

            Available in: Lightning Experience
            View supported editions for Quip.

            Set Input Values

            Use values from earlier in the flow to set the inputs for the action.

            Input ParameterDescription
            Source Document URL

            URL of the document you want to export to PDF. Valid values are:

            • String values
            • Field references—To pull a document housed in a custom URL field, enter the field API name.
            Sheet Name Name of the sheet in a spreadsheet that you want to export to a PDF. Valid only for spreadsheet files. If no sheet name is entered, defaults to the first sheet.
            Target Document URL Optional. URL of the document where you want to attach the created PDF. The PDF is added to the end of the document.
            Salesforce Organization ID ID of the Salesforce org where you want to attach your new PDF. You can use the same Salesforce org ID of the triggering record, or attach the PDF to a different org. Valid only if Target Record ID is specified.
            Target Record ID

            Optional. ID of the Salesforce record you want to attach your document to. PDFs attached to a record are added to the record’s Files component and Notes and Attachments component, and are visible to any user with access to the record. Valid values are:

            • Alphanumeric series of numbers and letters for a specific Salesforce record.
            • {!$Record.Id}To attach the PDF to the same record that triggered the flow, enter this value.

            Store Output Values

            Output Parameter Description
            Request ID ID to check the status of the PDF export.
            Status message Error message that explains why the document wasn’t exported to a PDF.
            Status of the request Success marker of whether the document was exported to a PDF. Can be success, failure, or pending.

            See Also

             
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