Features What types of files can be output?
Excel (.xlsx, .xlsm), Word (.docx, .docx), PowerPoint (.pptx, .pptm), and PDF (.pdf) files can be output.Template files ...
Features Features How many users and file outputs are available?
There is no limit to the number of users or file outputs for both the paid and free versions.
Features Is it possible to output a primary object and its related child objects?
A master object and its related child objects can be output. There is no limit to the number of related objects.Office F...
Features Is it possible to output multiple master object in one file?
It is not possible to output multiple master object records in one template file.
Features How do I output multiple files at once?
Files selected from the list view can be output in a batch. It's available on a Visualforce page or in a flow.The paid v...
Features Is the app available in Flow?
Office File Creator is available in Screen Flow and Record-Triggered Flow.Record-Triggered Flow is available in PDF file...
Features How do I attach the file to a record and save it in Salesforce?
Files can be attached to records and saved.Instruction manualAttach Files to Records
Features How do I preview the PDF?
When outputting PDF, the preview is available in a separate tab of the browser.Instruction manualPreview PDF
Features How do I set to allow/prohibit file output according to record values?
File output conditions can be set according to the record values of the master object.The feature is available in Office...
Features Is it possible to change the template or Excel sheet by record values?
It is not possible to change the template or the output Excel sheet by record values.It is possible by using the flow. C...
Features How do I update records after file output?
The application does not have the feature to update records after file output.It is possible by using the flow.Instructi...
Features How do I send a file as an attachment to an e-mail?
The application does not have the feature to send an e-mail.It is possible by using Flow.Instruction manualUse with Scre...
Features How do I save the output logs?
Output log records such as output user, output time, and number of outputs per template can be stored.The feature is ava...
FAQ How do I set the merge fields?
Set the merge field in the template file in the following format. For the merge fields of the child object, enter only o...
Merge Field How do I output the reference object field?
Cross-Object Formulas that display referenced object fields are available as merge fields. If the user does not have per...
Merge Field How do I set a merge field to the file name?
The merge field can be set to the output file name. Set the "Output File Name" field in the OFC_Template record. e.g. In...
Merge Field Can merge fields be set in the header and footer in Excel/Word?
Merge fields of the master object can be used in the header and footer. Child object fields cannot be used.
Merge Field How do I format a Date field? e.g., Mar. 1, 2024
The data type is Date or Date/Time can be set the formatting. The formatting is set by separating the field name with a ...
Merge Field How do I output the currency symbol?
The data type is Currency or Date/Time can be set the formatting. Available in Ver.2.0 or later.Word/PowerPoint/PDFe.g. ...
Merge Field How do I round a number to a specified number of decimal places?
The data type is Currency or Date/Time can be set the formatting. Available in Ver.2.0 or later.Word/PowerPoint/PDFe.g. ...
Merge Field How do I display negative numbers with parentheses? e.g. (1,000)
The data type is Currency or Date/Time can be set the formatting. Available in Ver.2.0 or later.Word/PowerPoint/PDFMerge...
Merge Field How do I output Rich Text Area fields with formatting?
Rich Text Area field values are output with Html tagged values stored in Salesforce. The output cannot be formatted as i...
Merge Field How do I set a formula to merge fields?
Formulas cannot be used such as {!If(xxxxx)} for the merge field. Create a formula field in Salesforce and set the formu...
Merge Field How do I output the field B or a fixed value if the field A is blank?
It is not possible to set conditional branching logic for merge fields, such as "If the field A is blank, output the fie...
Merge Field How do I change the check box field value?
Checkbox field values can be replaced True/False with other values.e.g. {!Opportunity.IsDelivery__c, Yes;No}Instruction ...
Merge Field How do I output today's date and current time?
Today's date and current time can be output. Use the Today() and Now() functions for merge fields. Available in Ver.2.0 ...
Child Object How many levels of child objects can be output?
Up to 5 levels can be output with the master object as one level.Output more than 3 levelsTo output more than 3 levels, ...
Child Object How do I see the child relationship name?
Check from Setup> Object Manager. Go to the Object Manager and check the list of fields of the corresponding child objec...
Child Object How do I set output conditions for child records?
When outputting child records, only records that match the specified field values can be output. Set the condition in th...
Child Object How do I sort child records by fields?
When outputting child records, sorting fields can be specified. Up to three fields can be specified per child object.Ins...
Child Object How do I output child records in columns (horizontally)?
Merge fields can be set the index number of the child record. Multiple lines per child record can be output in any layou...
Child Object How do I output multiple lines per child record? e.g., Two lines per child record
Multiple lines of layout are available per child record. The feature is available in Office File Creator Pro.Instruction...
Child Object How do I put spaces between records in child records?
The Blank() function can be used to insert between child records. The feature is available in Office File Creator Pro.In...
Child Object How do I group child records by field values?
Child records can be output grouped by the fields. Set the "(Pro) Group Data" section in the OFC_Child Object Option rec...
Child Object How do I output child records with different layouts by filter criteria?
The same child object can be output with different layouts or fields by setting Advanced Relationship Settings in the OF...
Child Object How do I output a fixed number of rows for child records regardless of the number of records?
Set "(Pro) Output Records (max/min)" section in the OFC_Child Object Option record.The feature is available in Office Fi...
Child Object How do I break a page at a specified number of child rows?
It is possible to set the maximum number of lines on the first page and the second and subsequent pages of a child recor...
Child Object How do I output a table header on each page with page breaks for child records?
Table headers can be output on the second and subsequent pages. Set the "(Pro) Output Rows (max/min)" section in the OFC...
Child Object How do I output child record rows with stripes?
Use the Table Layout of the template.Only for PDF output, it is possible to set two child record rows to output in a str...
Child Object How do I output only the child records selected in the related list?
It is not possible to set dynamically selected states as output conditions.Before outputting, save the check on/off valu...
Images How do I output images stored in Salesforce?
Image output is available in Excel, Word, and PDF. The feature is available in Office File Creator Pro.Master ObjectSet ...
Images How do I output images of Rich Text fields?
Image output is available in Excel, Word, and PDF. The feature is available in Office File Creator Pro.Master ObjectSet ...
Images How do I output images of image formula fields?
Image output is available in Excel, Word, and PDF. The feature is available in Office File Creator Pro.Master ObjectSet ...
Images How do I output images of the static resources?
Image output is available in Excel, Word, and PDF. The feature is available in Office File Creator Pro.Create a formula ...
Images How do I output images of related files attached to a record?
Image output is available in Excel, Word, and PDF. The feature is available in Office File Creator Pro.Master ObjectSet ...
Images Is it possible to include a company logo or other image in the template file?
Images can be included in template files. However, if large size images such as high-quality photos are included in the ...
Template What file types are available for templates?
Excel (.xlsx, .xlsm), Word (.docx, .docm), and PowerPoint (.pptx, .pptm) files can be used as templates. If the output f...
Template I want to use my company's Excel/Word/PowerPoint templates.
You can use template files created in the Microsoft desktop version. Templates created in other applications such as onl...
Template Can Excel template files be used instead of Word for PDF output?
Only Word template files can be used in PDF output. Excel files are not available for the templates for PDF output. The ...
Template Is it possible to output multiple sheets of Excel?
The paid version can output multiple Excel sheets. There is no limit to the number of sheets, but a governor limit error...