Template Common Merge fields are not replaced by record values, but are output as they are.
Check that the merge field format is correct. Check if the format of the merge field is {!Object API Name.Field API Name...
Template Common Template Common Rich text area field values are output with Html tags.
Rich text area field values are output with Html tagged values stored in Salesforce. The output cannot be formatted as i...
Template Common The currency symbol for the currency field is not output.
The currency symbol is not output. Excel Set the format from the cell formatting in the template file. Word/PowerPoint/P...
Template Common Number fields are not output with 3-digit comma delimiters.
Excel Set the format from the cell formatting in the template file. Word/PowerPoint/PDF Check on "Adjust Format (commas/...
Template Common Extra decimal places are displayed for number fields.
Excel Set the format from the cell formatting in the template file. Word/PowerPoint/PDF The values actually stored in Sa...
Template Common The merge field values are output in duplicate.
Check the merge field in the template. Check that the template does not have two lines of child object merge field. Only...
Template Common The date "12/31/2024" for the filter condition results in an error.
Enter the format "YYYY-MM-DD" for the date field value. e.g., 2024-12-31 Instruction manual Filter Output Conditions for...
Template Common The borders of the table are not displayed.
Set the borders in the template. In the template, the borders of adjacent cells are displayed and the borders of the tar...
Template Common The graphs are not output correctly.
Office features such as graphs are not available. Instruction manual Template Common Settings
Template Common Files cannot be downloaded continuously from the Custom button.
Check your browser download settings. As an example, the settings for Chrome are as follows. From Chrome settings, go to...
Template Common Multiple files cannot be downloaded in batch output from the list view.
Check your browser download settings. As an example, the settings for Chrome are as follows. From Chrome settings, go to...
Error "Insufficient Privileges / You do not have the level of access necessary to perform the operation you requested." is displayed.
The user lacks permission for Visualforce pages. Grant access to the Visualforce Pages. If you have created a Visualforc...
Error "You do not have access to the Apex class named 'OFCController'." is displayed.
The user lacks permissions for Apex classes. Grant access to the Apex Class. All users who use the application need to b...
Error "The OFC_Template record with the Template API Name "XXX" does not exist. Please check if the Template API Name is correct." is displayed.
Check the permissions and output button settings. Grant permissions to users for OFC_Template object and OFC_Child Objec...
Error "The template file size is too large or has too much content. Reduce the size or content of the template file. Apex heap size too large: XXX" is displayed.
Template File In Excel, delete unused rows and columns. Excel normally saves rows with values and formatting, but for so...
Error "The number of output child records exceeds the allowed value. If the output file contains Long Text Area or Rich Text Area fields, the maximum number of child records is approximately 100-200 records. The upper limit depends on the length of the data type. Aggregate query has too many rows for direct assignment" is displayed.
Child Record Limitations If the child template contains Long Text Area or Rich Text Area merge fields, the maximum numbe...
Error ″Failed to read the template file. The file format may be incorrect or the file may be corrupt.″ is displayed.
The application may not support the output pattern. Try the following. If the file has a complex layout, simplify the la...
Error "List has no rows for assignment to SObject" is displayed when a guest user saves a file.
It's not supported to save files to Salesforce by guest users. Guest users can only download files.