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[email protected]

Generate PDF for automated reporting, need some help!

I'm trying to create a fairly simple process whereby, once a week, automations will generate a report PDF and send it via email.

My 'Then' flow is simple:

Action - Find Records in Tasks
Action - Generate PDF (also in Tasks) as an Export Record Page
Action - Send an Email

When this runs it says "Find records (96 records found)" but when it gets to the Generate PDF step it fails and says "Input missing" as well as:

Record 1
Pdf Document: <no value>

I wish I had a better idea of what that meant and how to fix it, so can anyone give me an assist? It's finding records, but something about the PDF step is not making sense to me, and I can't for the life of me understand what it wants.

Best reply by [email protected]

[email protected] Going just off of your listed automation actions, the issue is that you must have a Document Designer Template in your "Create PDF" step, and to make a Document Designer that isn't going to give you all 96 records as separate PDFs, you need an intermediate "Report" record to collect the data. A Report record would let you connect to all of your found records both as a table/list and let you run formulas for summary metrics. If all you're looking to do is "print" a frozen PDF copy of each record, then you'll need to set up a Doc Designer template as the output you want.

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