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Node — Get Page Snapshot

The Get Page Snapshot node allows users to capture a snapshot image of a custom page, chart, or URL. The generated image can be saved to an attachment field or sent as an email attachment.

This feature is available only in paid plans.

Each organization can capture up to 100 snapshots per hour.

Scenario Example​

On the 1st day of each month, generate a snapshot image of the “Quarterly Orders” chart from the Orders worksheet in the Sales Management application, and send it as an attachment to the sales department manager.

Implementation Steps​

1. Create a Scheduled Workflow​

Create a workflow triggered by a schedule.

2. Add the Get Page Snapshot Node​

Add the Get Page Snapshot node to the workflow.

3. Select the Page Type to Capture​

  • Custom Page

    Select a custom page within the application. The system will generate a snapshot image containing the page’s charts, views, buttons, and other elements.

  • Chart

    Select a chart from a worksheet. The system will generate an image of the selected chart.

    If the chart has permission restrictions configured, the content may not be captured successfully.

  • URL

    Capture the content of a webpage by providing its URL. The system retrieves the page in real time and generates a snapshot image.

4. Configure Page Size and Wait Time​

  • Page Width and Height

    Configure the width and height of the generated image.
    (Custom pages do not require a height setting.)

  • Wait Time

    Some charts may take time to load due to large data volumes. You can configure a wait time to ensure the page fully loads before the snapshot is captured. Adjust this value based on the actual scenario.

  • Enable SSL Certificate Verification

    When Enable SSL Certificate Verification is enabled, the system verifies that the server certificate is issued by a trusted Certificate Authority (CA).

    If disabled, the system will ignore certificate validation. This may be required when the target server’s certificate is not issued by a trusted CA.

    Disabling SSL certificate verification may introduce man-in-the-middle attack risks. It is recommended only for use in secure environments such as internal networks.

5. Use the Generated Image in the Send Email Node​

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

Similarly, the snapshot image can also be written to attachment fields in Add Record or Update Record nodes.

6. Publish and Test the Workflow​

After configuration is complete, publish the workflow and test it to ensure the snapshot is generated and delivered correctly.

Notes​

  • When capturing a snapshot via a URL, the page cannot be captured if access requires authentication (such as a password or login).

  • Custom pages, views, and records can be shared. You can use the shared link to capture snapshots.