Hey all, has anyone found a solution to getting a Link or Button Element to open up a URL of a PDF (from using SelectPDF of course)? I keep getting https://file_name.png.
This pic below is from using a Button element and using the Open an External Website option in the Workflow (for example):
Or this pic of the Link Element:
Can you post a screenshot of the full workflow for generating the PDF and saving the URL to a Quick Contract Info record?
@romanmg, sure thing! This setup right now properly creates and opens up a PDF in an external website url. Here are screenshots of all the steps that are involved…
Here’s the Thing that has all my input information…
Step 14 is the Generate PDF from a web page step that you talked about in your video…
Step 15 is my guess where things aren’t programmed correctly at the moment (why it’s not saving)…
Step 16 is the Open an external website like you mentioned in your video…
Appreciate all the help on figuring this out!
Cheers
Looks like in Step 15 it should be result of step 14. Right now it says result of step 1.
@romanmg are you referring to both input boxes (“Thing to Change” and “PDF =…”)? I just tried multiple scenarios and it doesn’t seem to work still. Here are my options…
My “pdf” field is set to file just so you know as well.
I have no problem with allowing you to get into my account and see what’s going on. If you’re interested let me know!
@romanmg, good news… after a lot of trial and error, I was able to figure out what the issue was.
The “Make a Changes to” element had to be “User” for the “Thing to Change”.
Once I did that (and made sure that the User Data Type had a PDF field in it), it worked.
Previously I had the PDF field in the “Quick Contract Info” Data Type.
You have been super helpful in responding to my questions. Thanks for that! I owe you a beer. haha
Cheers
Hey! Glad you got it working. The data type actually probably wasn’t the issue though because saving a file to a User vs Quick Contract Info is still saving to the same kind of field.
My guess is either your page never had a Quick Contract Info record sent to it, thus the Current Page’s Quick Contract was empty. OR your editor needed a refresh to offer the Result of the create PDF action.
Either way, yay you can move forward now 
