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2024.09.28

Create a Word(.docx) template file when outputting PDF files.

*Please check the Template Common Settings before referring to this page.

Formatting of Merge fields

For formatting Date, Date/Time, Currency, and Numeric fields, refer to below.

Formatting of Date and Date/Time Fields

Formatting of Currency and Number Fields

 

Page Number/Page Count

Use the following merge fields in the footer or header for page numbers and total number of pages. Word field codes are not supported.

Page Number・・・{!pagenumber()}

Page Count・・・{!pagecount()}

 

Line Spacing

Uncheck "Snap to grid when document grid is defined" in the Word template file. When checked, the line spacing is quite wide in the output.

  • Select all existing contents in the template with "Ctrl+A" and uncheck from the paragraph.
  • Uncheck from the paragraph of the used style, such as standard style.

 

Tables

Borders

  • If extra borders are output, set the color of the corresponding borders to white. In the application, HTML is converted to PDF using the PDF generation function of Visualforce in Salesforce, and although it is displayed correctly on HTML, it may not be as expected when converted to PDF in Visualforce. This is due to the specification of Visualforce, so it cannot be supported.
  • If table borders are not output, set the borders again from the Table Properties. On the Word template, the borders of adjacent cells are displayed and the borders of the target cell may not be set.

 

Row Height

If the row height of the table is not output correctly, specify the row height from the Table Properties.

 

Position of text in cell

When setting the vertical position of text in a cell, set the Table Properties and Paragraph.

Align text in cells to the center (vertical)

  • From Table Properties > Cells tab, set vertical alignment to "Center"
  • From Paragraph > Indents and Spacing tab, set the Line spacing to "Single"

 

Align text in cells to the bottom

  • From Table Properties > Cells tab, set the Vertical alignment to "Bottom"
  • From Paragraph > Indents and Spacing tab, set the Line spacing to "Exactly" and adjust the "At" values

 

Cell Size

From Table Properties>Options in the Table tab, check off "Automatically resize to fit contents".

 

Striped Layout

To stripe a table of child objects, enter two child object rows. For example, if the first line has a blue background and the second line has a white background, odd-numbered lines are output with a blue background and even-numbered lines with a white background.

 

Consideration

  • Tables copied and pasted from other applications may have a corrupted layout when output. If the copied layout is corrupted, create a new table in the template file.
  • For different layouts on the left and right sides, create a single table and set it up by dividing cells and displaying/hiding table borders. Tables cannot be aligned left to right, nor can text be displayed next to a table.

 

Layout example

Layout example (cell division, borders display/non-display)

 

Output

 

Font

  • The following four PDF fonts can be used for PDF output. If other fonts are used in the Word template file, it will be output in the font set in the "PDF default font" in the OFC_Template record.
  • When using double-byte characters such as Japanese, only Arial Unicode MS fonts can be output.

 

Word Font PDF Font
Arial Arial Unicode MS
Microsoft Sans Serif

Tahoma

Helvetica

 Helvetica(sans-serif)
Times New Roman

Times

Century

 Times(serif)
Courier New

Courier

Monospace

 Courier(Monospace)

 

Images (company logo, seal, etc.)

  • Template files can include images such as company logos.
  • Objects such as shapes and text boxes are not supported. Right-click on the object and select "Save as Picture" to save it as an image and replace the object with an image.
  • Images cannot be output over text.
  • The output direction of the image will be the original orientation of the image. The rotation direction in the Exif information of the image will not be reflected.

Office Features

Available Office Features

Table is available.

*Objects (text boxes, shapes, etc.), field codes, watermarks, and other elements are not supported.

 

Notes on available Office features

  • Not all templates are supported. Complex patterns are not supported.
  • Office features are outside the scope of support. Check with your templates and output contents in the Sandbox.

 

Template Sample

 

Download Sample Template Files

Icon

Opportunity Quote Word Template (for PDF).docx

1 file(s) 21.44 KB
Download

 

Limitations

  • When outputting PDF, the borders of the table may be cut off from the bottom line of the previous page or the first line of the next page at page break.
  • Blank spaces with tabs in Word are not supported.
  • Tables copied and pasted from other applications may have a corrupted layout when output. If the copied layout is corrupted, create a new table in the template file.
  • Tables cannot be aligned left to right, nor can text be displayed next to a table. For different layouts on the left and right sides, create a single table and set it up by dividing cells and displaying/hiding table borders.
  • Arial Unicode MS doesn’t support bold or italic font-weight.
  • External characters are not supported.
  • Office features such as objects (text boxes, shapes, etc.), field codes, and watermarks are not supported.
  • Images cannot be output over text.
  • The output direction of the image will be the original orientation of the image. The rotation direction in the Exif information of the image will not be reflected.

 

Reference

Template Common Settings

Generate a PDF file in Salesforce using Office File Creator

 

Troubleshooting