Office File Creator Instruction manual
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How do I introduce the application?

Introduction
2024.11.12

 

For the introduction flow, refer to the following.

Introduction Flow

 

Introduction
Office File Creator Instruction manual
Office File Creator Instruction manual

Related articles

Introduction

What licenses (editions) are available?

Product licenses (editions) are as follows. Edition Ver Name Description Ver.1 Office File Creator 1.0 Free Stand-alone ...
Introduction

How do I migrate the resources from Sandbox to production?

For migrating resources, refer to the following. Migrate Resources.
Introduction

How much Salesforce knowledge is required for the setup?

An understanding of the following Salesforce standard features is required in setting up the application. Basic Permissi...
Introduction

How do I check the trial period of the license?

You can check the expiration date of your license by one of the following. The paid version of the Sandbox environment i...
Introduction

How many Sandbox installations are allowed?

There is no upper limit to the number of installations in the Sandbox for both the free and paid versions.
Introduction

Is it possible to extend the trial period for the paid version?

The paid version can be used indefinitely in the Sandbox environment, so please try it in the Sandbox environment.
Introduction

What permissions are required for the application?

All users who use the application need to be granted permission for the application. Please refer to the Instruction man...
  • 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 Reference Object (Parent) 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
      • Group Output of Child Records
      • 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 in Record-Triggered Flow (PDF)
    • Call from Apex Class (PDF)
    • 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
    • Template File Limitations
    • Salesforce Governor Limits
    • Salesforce Subquery Limitations (Ver.1 only)
    • Object/Field/Record Number Limitations
  • 12. FAQ/Troubleshooting
  • 13. Error List

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