Office File Creator Instruction manual
  • Instruction manual
  • Output Options
  • Advanced Features
  • FAQ
  • Troubleshooting
  • Error
  • Instruction manual
  • Troubleshooting

Is it possible to change the template or Excel sheet by record values?

Features
2024.11.282025.04.17

 

It is not possible to change the template or the output Excel sheet by record values.

It is possible by using the flow.

  1. Create a template and OFC_Template record for the number of patterns.
  2. Get records by flow, branch conditionally by field values, and set the template.

 

Instruction manual

Use with Screen Flow

 

Features
Output Condition
Office File Creator Instruction manual
Office File Creator Instruction manual

Related articles

Features

How do I set to allow/prohibit file output according to record values?

File output conditions can be set according to the record values of the master object.The feature is available in Office...
Child Object

How do I set output conditions for child records?

When outputting child records, only records that match the specified field values can be output. Set the condition in th...
  • Instruction manual
  • FAQ
    • Features
    • Merge Field
    • Child Object
    • Images
    • Template
    • Operating Environment
    • Limitations
    • Introduction
    • Purchase
    • Subscription
    • Billing
    • License Change
    • Support
  • Troubleshooting
    • Merge Field
    • Child Object
    • Template
    • Permission
    • Install
    • Download
    • Excel
    • Word
    • PowerPoint
    • PDF
    • Screen Flow
    • Record-Trigger Flow
  • Error

Office File Creator Product Page

Appexchange

Office File Creator Instruction manual
  • Privacy Policy
© 2022-2025 Generipse LLC.
    • Instruction manual
    • Output Options
    • Advanced Features
    • FAQ
    • Troubleshooting
    • Error
  • Home
  • Top