Introduction

You can add to a form fields that includes pictures from Notes & Attachments or Salesforce files that will be inserted dynamically when generating output from the Form.

Supported picture file formats are: PNG, BMP, JPEG, JPG and TIFF.

This can be used, for example, by an estate agent that want to provide customers with customized brochures that include pictures of relevant properties.

Adding the pictures makes the output generation asynchronous, that is the output is generated in batches.

The output generation of the form now works asynchronously so you do not need to wait for the success message. You can always close this window or close Salesforce. The message is displayed at the end of the process.

To perform this asynchronous operation you need to make sure Docomotion is authorized to update Salesforce data.

Adding Pictures from Notes & Attachments

Step 1: (in Salesforce) Updating the Data Model

Add the Attachment>Attachment ID field to the Data Model for the Form:

  1. From any object, click on Children Relations, drill down into Attachments and select Attachment ID.
  2. Click Save.

For details of how to edit a Data Model see Defining a Data Model.

Data model (Click to enlarge the figure).

Step 2: (In the Designer) Editing the Form

Note that the Data Model pane now includes in addition to the Attachment ID tag you added also the Attachment.content tag.

  1. In the Word workspace create a table for inserting the pictures.
    The table can include additional columns such as Full Name or Customer Number.
  2. Place the cursor inside the cell and double-click the Attachments.content tag. The tag is inserted into the table cell.
    If the table includes one cell you can also define the table as a vertical table. See Working with Tables.
  3. When you finish designing the Form, click  the Upload to Cloud icon .

Step 3: Activating and Publishing the Form

In order to generate output from the Form you designed you need to activate (see Activating a Form) and publish the Form (see Publishing the Form).

Adding Pictures from Salesforce Files

Step 1: (in Salesforce) Updating the Data Model

Add the ContentDocumentLinks>ContentDocumentLink ID field to the Data Model for the Form:

  1. From any object, click on Children Relations, drill down into ContentDocumentLinks and select ContentDocumentLink ID.
  2. Click Save.

For details of how to edit a Data Model see Defining a Data Model.

Data model (Click to enlarge the figure).

Step 2: (In the Designer) Editing the Form

Note that the Data Model pane now includes in addition to the ContentDocumentLink ID tag you added also the ContentDocumentLink.content tag.

  1. In the Word workspace create a table for inserting the pictures.
    The table can include additional columns.
  2. Place the cursor inside the cell and double-click the ContentDocumentLink.content tag. The tag is inserted into the table cell as an image tag.
    If the table includes one cell you can also define the table as a vertical table. See Working with Tables.
  3. When you finish designing the Form, click  the Upload to Cloud icon .

Step 3: Activating and Publishing the Form

In order to generate output from the Form you designed you need to activate (see Activating a Form) and publish the Form (see Publishing the Form).

Generating Output that includes the Pictures

For details of how to generate output see Generating Output.
You cannot use this feature when mass generating output.

The output generation of the form now works asynchronously so you do not need to wait for the success message. You can always close this window or close Salesforce. The message is displayed at the end of the process .

When finished the result is according to the output channel:

  • Document / Chatter / Notes & Attachments – The message  ‘generate successfully’ is displayed and the window closes.
  • Download – The message  ‘generated successfully’ includes a link to the generated output
  • Mail / Mail Body – The message  ‘generate successfully’ is displayed and the Mail Editor is displayed.
  • Link – creates signature object, and redirects