The user needs to create an assignment that collects all the relevant records (separated with commas), and adds Docomotion’s new action: ‘Invoke Mass Generation’. (From version 18).
Configuring Output Generation Flows Using Flow Builder
In the Flow Builder, create a new flow (refer to the ‘Build a Flow‘ Salesforce guide).
Choose the action type: Apex Action.
Select the Apex action based on the desired output:
- Generate Document: Output is generated to the specified channel in the selected format.
- Generate Link: A link to the output is sent to the Signer.
- Mail Body: The output is generated as an email body and sent to the specified recipient.
- Mail Attachments: The output is generated in the selected format, attached to an email of the specified template, and sent to the recipient.
Add a label to the action.
Set the required Input Values. (Note: Store Output Values is not supported).
You can either enter values directly or search for resources.
Note: The Input Values options will change based on the chosen Apex class. Refer to Input Values (Flow Builder)/Apex Variables (Process Builder).
| Apex Variable | Description | Type | Generate Document | Generate Link | Email Body | Email with Attachments |
|---|---|---|---|---|---|---|
| Format PDF, HTML, DOCX | The format of the generated output | string | √ | √ | ||
| Form # | Number of the Form to generate from. Should be the same object as the Generate on variable. | number | √ | √ | √ | √ |
| Generate on | Salesforce ID or The reference to the object that invokes the process (or its lookups) | Salesforce ID or Reference to record ID (*) | √ | √ | √ | √ |
| Channel – Document, Attachment, Chatter | The output channel for the generated output: Document, Attachment, Chatter | string | √ | |||
| Signer | To add, click Add Row and select the variable. The recipient of the email | Salesforce Contact ID or Reference to Contact record ID | √ | |||
| Use Active Version | Output can be generated also if the Form is in Active (not Published) state | boolean | √ | √ | ||
| Email Recipient ID | To add, click Add Row and select the variable. ID of the person to receive the output as an email | Salesforce Contact ID or Reference to Contact record ID | √ | √ | ||
| Email Additional Recipient | To add, click Add Row and select the variable. Additional email to receive output | String with valid email or Reference to email field | √ | √ | √ | |
| Insert Template ID | ID of the Salesforce email template to which the output is added as an attachment. | Salesforce Email Template ID | √ | |||
| File name/Subject | (optional) To add, click Add Row and select the variable. | string | √ | √ | √ | √ |