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Question

PDF export for Views via Action Flow — is it possible?

  • September 22, 2026
  • 2 replies
  • 10 views

Songfan
Level 5
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Quick one: we recently ported an analysis to a view, and we had an Action Flow set up that exported the analysis as a PDF and sent it to a customer via email. Now that we've moved to a view, is there any way to do the same thing — PDF export of a view, sent via Action Flow?

2 replies

yingtao.gu13
Level 8
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  • Level 8
  • September 22, 2026

Worth noting upfront: the Create PDF module doesn't officially support Views, so everything below is a workaround rather than a supported path. That said, it does seem to work in practice, at least for single-tab views.

The steps:

  1. Create a dummy analysis in the same package and set up an Action Flow to export that analysis as a PDF — just to get a working blueprint
  2. Once it runs successfully, download the blueprint.json of the Action Flow
  3. Open the file in a text editor: set the sheets variable to an empty string ("") and replace the analysisId value with the ID of your view (grab it from the view's URL)
  4. Go back to the Action Flow and import the modified blueprint.json

One caveat: this only works for the first tab of the view. If you're working with a multi-tab view, the approach gets a bit more involved — happy to share the extended version if needed.


abhishek.chatu14
Level 12
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Yes, this is possible with Views. The approach mentioned above by ​@yingtao.gu13  also possible, but that is the older way of handling the PDF export.

With the newer Views functionality, there are two options:

  • You can directly export the View as a PDF and use that for the email workflow: View Reports

  • You can also do this directly through an Action Flow using the Export View as PDF functionality: Export View as PDF (Action Flow)

So you don't need to maintain the old Analysis just for the PDF export. The existing approach is still possible, but these are the newer ways to achieve this with a View.