when using the "new file name" from "Create word document" action in "create pdf document"action then the file is not coming from the previous action. How to access a file between two action.
This is a good question!
In Word: Create a Word Document, the field name is in the setting named Output field name.
In PDF: Create PDF document, the field name is in the setting named New file name.
I can see how comparing these two action setups is confusing. I will share your feedback with our teams so we have this improvement opportunity documented.
In Word, your file name is separate from your field name. In PDF, your file name and field name is the same. I have an image uploaded down below to help highlight the field outputs in these two actions.
I have also provided documentation links below related to this discussion.
Word: Create a Word Documenthttps://help.catalytic.com/docs/word-create-a-word-document/#fields-for-this-action
PDF: Create PDF documenthttps://help.catalytic.com/docs/pdf-create-pdf-document/#how-to-configure-this-action
How to reference a fieldhttps://help.catalytic.com/docs/reference-fields/#how-to-reference-a-field
We are doing same but not able to get the file. We are not able to get the file generated in pdf format. Attaching files with snapshot.