Is the app available in Flow?

 

Office File Creator is available in Screen Flow and Record-Triggered Flow.

Record-Triggered Flow is available in PDF file format only and in Office File Creator Pro.

 

About Schedule-Triggered Flow

OFC actions cannot be used in a Schedule-Triggered flow. If you want to use it in a Schedule-Triggered Flow, update the record in the Schedule-Triggered Flow and call the OFC action in the Record-Triggered Flow.

 

1. Create Record-Triggered Flow

 Execute OFC action with batch size 1 in Scheduled Paths

2. Create Scheduled-Triggered Flow

 Update with the conditions of the created Record-Triggered Flow

 

Memo

Record-Triggered-Flow should be executed with a batch size of 1 in Scheduled Paths. Even if you update one record at a time by loop processing in the Schedule-Triggered Flow, multiple records will be passed to the Record-Triggered-Flow in a batch. This is due to Salesforce's specification for Flow Bulkification.

Flow Bulkification in Transactions

 

Instruction manual

Use with Screen Flow

Use in Record-Triggered Flow (PDF)