Document Generation
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Template Creation
Template - Actions
Word DocX Template Actions
In the Actions section, you can customize your document templates using various operations. These actions allow you to insert fields, pictures, tables, apply conditions, and set document titles based on your requirements.
After setting up your resources, you can use the following actions to build your template:
- Insert Field – Add standard or custom fields from the Master Object, or create and insert resources as needed.
- Insert Table – Create and customize tables based on Salesforce records, adjusting structure and content as required.
- Insert Loop – Repeat a section of the template dynamically for a set of records or a record collection.
- Insert Condition – Apply conditional logic to insert text, tables, or pictures based on specific field values.
- Inser Link - The Insert Link action adds a hyperlink to your document using a stored URL. The link can have a custom label and dynamically update if the URL is stored in a record.
- Document Title – Assign a title to the generated document by selecting a relevant field for better organization.
The image below illustrates the process of generating a receipt using CloudFiles Doc Gen.
On the left, the Salesforce record page displays a purchase order with related order line items. The middle section shows a Word template designed for receipt generation. On the right, the final receipt is generated by mapping Salesforce record data into the template, creating a structured and professional document.
The video guides the user through the process of creating a Word template for document generation in CloudFiles Doc Gen. It explains how to structure the template and map Salesforce record fields for automated receipt generation.