Office File Creator Instruction manual
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Excel formulas are output with misplaced references.

Excel
2024.10.202024.11.12

 

The application may not support the template pattern. Create a formula field in Salesforce and set it as a merge field.

 

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Excel

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Excel
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Office File Creator Instruction manual
Office File Creator Instruction manual

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Excel

"We found a problem with some content in 'XXX.xlsx'. Do you want us to try to recover as much as we can? If you trust the source of this workbook, click Yes." is displayed when open the file.

The application may not support the output pattern. Check the following. If the file has a complex layout, simplify the ...
Template

Are Office features (Data Validation, Graphs, etc.) available in the template?

Template Common

The graphs are not output correctly.

Office features such as graphs are not available. Instruction manual Template Common Settings
Template

Are Excel formulas available?

Reference Setting Formulas in Excel Template Files with Office File Creator
  • 1. Install
    • 1.1. Install
    • 1.2. License Information
  • 2. Grant Permissions
    • 2.1. Settings of permissions
    • 2.2. Note
  • 3. Create Template File
    • Template Common Settings
    • Excel
    • Word
    • PowerPoint
    • PDF
  • 4. Create Template Record
    • 4.1. Create Template Record
    • 4.2. Upload Template File
    • 4.3. Export Test and Verify Merge Fields
    • 4.4. Note
    • 4.5. Reference
  • 5. Output Options
    • 5.1 Common Options
      • Formatting of Date and Date/Time Fields
      • Formatting of Currency and Number Fields
      • Adding Text to Merge Fields
      • Replace True/False in Checkbox Fields with Other Values
      • Outputs Today's Date and Current Time (Today/Now)
      • Output Parent and Reference Object Field
      • Set Merge Fields to the File Name
      • Functions for Merge Fields
      • Attach Files to Records
      • File Save + Download
      • Preview PDF
      • Output Images
      • Output Attachment Files (List/Images)
      • Setting File Output Conditions
      • Save Logs
    • 5.2 Child Record Options
      • Create OFC_Child Object Option Record
      • Filter Output Conditions for Child Records
      • Sort Output Order of Child Records
      • Output by Index Numbers of Child Record
      • Block Output of Child Records (Excel)
      • Group Output of Child Records (Excel)
      • Output 3 or More Levels of Child Records
      • Settings Minimum/Maximum Number of Child Records
      • PDF Page Break Settings
      • Advanced Relationship Settings
  • 6. Create Custom Button
    • 6.1. Create Custom Button
    • 6.2. Put the custom button on the page layout
    • 6.3. Export to File
  • 7. Create Lightning Component Button
    • 7.1. Create Lightning component buttons
    • 7.2. About Icon
    • 7.3. Reference
  • 8. Advanced Features
    • Batch File Output from ListView
      • Create Visualforce page
      • Create Custom Button
      • Note
    • Use with Screen Flow
      • How to use in Flow
      • Flow Example
      • Note・Limitations
      • Reference
    • Use on Experience Cloud
      • Limitations
      • How to Use
      • Test Output
      • Considerations for Guest Users
  • 9. Migrate Resources
    • 9.1. Resources & How to Migrate
    • 9.2. References
  • 10. Operating Environment
  • 11. Limitations
  • 12. FAQ/Troubleshooting
  • 13. Error List

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