Document Template Save PDF to field in Record API Pipeline

Here is the below image as well hope that helps:

In the Print formula the var can look like any of these:

var text fileName = [Override Template Name];

https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364&filename=512604-19254.Oregon.Summit

var text fileName = ""&[Override Template Name]&""; (this is not needed but it works)

https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364&filename=512604-19254.Oregon.Summit

var text fileName = ""& URLEncode([Override Template Name])&"";

https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364&filename=512604-19254.Oregon.Summit%20Contracting%20LLC

Also update the var text url line to look like this: (look, the filename is at the end)

var text url = "https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=" & $tableId & "&realm=" & $qbRealm &"&format=" & $format &"&pageSize=Letter&margin=" & $margin &"&unit=in&orientation=portrait&recordId=" & ToText([Record ID#])&"&filename=" & $fileName;

You’re close. The Generate a document call can return the file as JSON instead of a download, and a second request saves it into your file attachment field.

In Pipelines I use two Quickbase Make Request steps. The first is a GET to:

https://api.quickbase.com/v1/docTemplates/1/generate?tableId=YOUR_TABLE_ID&recordId={{a.id}}&filename=Document.pdf&format=pdf

That comes back with fileName and data, where data is the base64 PDF.

The second is a POST to https://api.quickbase.com/v1/records with this body, using your table ID and 22 as your file field:

{"to": "YOUR_TABLE_ID", "data": [{"3": {"value": {{a.id}}}, "22": {"value": {"fileName": "{{b.json.fileName}}", "data": "{{b.json.data}}"}}}], "mergeFieldId": 3}

Merging on Record ID# updates the same record instead of creating a new one. The XML upload you tried can work too, but the JSON body lines up with the generate response with nothing to convert.

https://developer.quickbase.com/operation/generateDocument 

https://developer.quickbase.com/operation/upsert