Features What types of files can be output?
Excel (.xlsx, .xlsm), Word (.docx, .docm), 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 master 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 objects 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. Use a Visualforce page or a flow.The paid version has no lim...
Features Is the application available in Flow?
Office File Creator is available in Screen Flow and Record-Triggered Flow.Record-Triggered Flow supports PDF output only...
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 a flow. Cre...
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 a flow.Instruction...
Features How do I send a file as an attachment to an email?
The application does not have the feature to send an email.It is possible by using a flow.Instruction manualUse with Scr...
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...