Convert a Single File to PDF

Business Background

Convert a file (for instance, Word, Excel, etc.) to a PDF in a few clicks with no code.

Titan Solution

You can push a single file to Titan Flow and convert it to a PDF using the merge functionality in Titan Flow.

How to Video

  • 00:00 An introduction to converting a single file to PDF.
  • 0:27 See how to create a Merge Files action flow.
  • 1:11 Learn how to push a file to Salesforce.
  • 1:49 Publish your project.
  • 2:05 Example of pulling a file from Salesforce.
  • 2:28 See how to run a Flow node.

How to Guide



Make sure that you have uploaded a document. This document can be a Document Generation file from Salesforce or Titan Web.


Make sure that you add static and file custom variables:

  • Titan Flow > Gear icon > Project Settings > Tools > Custom Variables > Static > Add a Static Variable (for instance, “file_id”)
  • Titan Flow > Gear icon > Project Settings > Tools > Custom Variables > Files> Add a File Variable (for instance, “map”.)
  1. Click on the + icon to add a node. The Add Node screen opens.
+ icon
  1. Under Action, select the Merge Files option and select the Next button. The Add Node/Document Generation screen opens.
Add Node screen
Add Node screen
  1. Do one of the following:
    • Select the custom static variable from the IDs drop-down list. This is the ID linked to the document that you uploaded.
    • Select the file from the Files drop-down list.
  2. Select the custom file variable from the Map To drop-down list.
  3. Select the PDF option from the Output format drop-down list.
  4. Select the Next button.
  1. Select the Next button, as this option has only one Word document that will be “merged” to a PDF.
Add Node/Merge Files  screen
Add Node/Merge Files screen
  1. Type a tag if necessary and select the Insert button. The Document Merge node is added to the canvas.
Merge Files node added to canvas
Merge Files node added to canvas
  1. Save the project.

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