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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 Parameter | Description |
|---|---|
| Source Document URL | URL of the document you want to export to PDF. Valid values are:
|
| 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:
|
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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