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Node - Get Page Snapshot

The Get Page Snapshot node captures a snapshot of a custom page, chart, or webpage at a specified URL. The generated image can be saved to a file field or used as an attachment in a Send Email node.

This node is available only on paid plans.

Each organization can generate up to 100 snapshots per hour.

Use Case​

On the first day of each month, capture the Quarterly Orders chart from the Orders worksheet in a sales management app and email the image to the sales manager as an attachment.

Configure the Workflow​

Create a Scheduled Workflow​

Create a scheduled workflow that runs on the first day of each month.

Add a Get Page Snapshot Node​

Add a Get Page Snapshot node to the workflow.

Select the Content to Capture​

Select one of the following content types:

  • Custom Page: Select a custom page from an app. The snapshot captures the content displayed on the page, including charts, views, buttons, and other components.

  • Chart: Select a chart from a worksheet to capture it as an image.

    Charts with access permissions configured cannot be captured.

  • URL: Enter a URL to capture the webpage as an image.

Configure the Snapshot​

Configure the snapshot dimensions, wait time, and SSL certificate verification as needed.

  • Page Width and Height: Set the width and height of the generated image. For custom pages, you do not need to specify a height.

  • Wait Time: Some charts may take longer to load when they contain a large amount of data. Set a wait time to allow the content to finish loading before the snapshot is captured. If the generated image is incomplete, increase the wait time as needed.

  • Enable SSL Certificate Verification: When enabled, HAP verifies that the server certificate is issued by a trusted Certificate Authority (CA). When disabled, this verification is skipped. This can be useful when capturing content from an internal server whose certificate is not issued by a trusted CA.

    Disabling SSL certificate verification increases the risk of man-in-the-middle attacks. Disable it only in trusted environments, such as an internal network.

Use the Generated Image​

In a Send Email node, select the image generated by the Get Page Snapshot node as an attachment.

The generated image can also be saved to a file field using an Add Record or Update Record node.

Test the Workflow​

After completing the configuration, test the workflow to verify that the content is captured correctly and the generated image is available to subsequent nodes.

Notes​

  • HAP cannot capture a webpage from a URL if authentication is required to access the page.

  • Custom pages, views, records, and other content can be shared using public sharing links. You can use a public sharing link as the URL to capture the shared content.

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