---
schema_version: "1"
id: c6e86b0885b5840c4fcf303d603212eb42bb5efa511654c749eca4b76cfec250
title: Automate Exporting a Quip Document to PDF
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_export_a_quip_document_to_pdf.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_export_a_quip_document_to_pdf.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f35eda0ed4bdc0e4a8df384fc93d5384f2df30cae40a7d44dd2201ce6c4f505f
description: Use Flow Builder to export a Quip document to PDF anytime the record associated with the document is updated.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Automate Exporting a Quip Document to PDF

Use Flow Builder to export a Quip document to PDF anytime the record associated with the document is updated.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d15577e52">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15577e52 ">To create or change custom fields:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15577e52 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15577e52 ">To open, edit, or create a flow in Flow Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15577e52 ">Manage Flow</td>

          </tr>
        </tbody>
      </table>

1. From Setup, create a custom field labeled Generate\_PDF for the object you want to export a Quip document from.
    
    For example, to export a Quip document to PDF from the Account object, click **Objects and Fields** | **Object Manager** | **Account** | **Fields & Relationships** | **New**, and follow the steps to create the field.
    
    The field name is autopopulated as Generate\_PDF\_\_c.
2. Open Flow Builder.
    
    From Setup, you can type Flows in the Quick Find box, select **Flows**, and then click **New Flow**.
3. In the New Flow dialog box, select **Record-Triggered Flow**, and then click **Create**.
    
    ![New Flow dialog box with Record-Triggered Flow selected](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_flow_builder_export_to_pdf.png)
4. Fill in the fields using the following values, and then click **Done**.
    
     
    | Field | Description |
    | --- | --- |
    | Object | Object that you want to export the PDF from, for example, Account. |
    | Trigger the Flow When | A record is updated |
    | Condition Requirements | All Conditions Are Met (AND) |
    | Field | Generate\_PDF\_\_c |
    | Operator | Equals |
    | Value | True |
    | When to Run the Flow for Updated Records | Every time a record is updated and meets the condition requirements |
    | Optimize the Flow for | Actions and Related Records |
5. In the Flow Builder canvas, add the **Export Quip Document to PDF** action, and connect the start of the flow to the action.
6. Click **Save**.
7. Activate the flow.
    
    The next time an Account record associated with the Account Plan is updated, a new Competitive Analysis section appears in the Account Plan.