Office File Creator Instruction manual
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How do I update records after file output?

Features
2024.10.312024.11.10

 

The application does not have the feature to update records after file output.

It is possible by using the flow.

 

Instruction manual

Use with Screen Flow

 

Reference

Output files and update Opportunity records in Salesforce Flow (for OFC Ver.2) - Office File Creator Advanced -

 

Features
Flow
Office File Creator Instruction manual
Office File Creator Instruction manual

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  • 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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