New Features In Version 12

Pulling Pictures from Salesforce Files to a Form

It is now possible in Salesforce Lightning to add to Forms pictures by pulling the picture from a Salesforce file.

See Pulling Pictures from Salesforce Files to a Form 

Generate Output Using Data from an External Data Source

When generating output from a Form, a Docomotion Admin can configure the Form to use data retrieved from an external data source –externally available URL. This enables pulling data from a web service/data point outside of Salesforce, such as ERP or database (that is especially effective for organizations that want to save money on integration or have specific security needs).
When creating the Data Model, a Docomotion Admin can decide which data parts of the Data Model pulls the data from an external source.
During document generation, Docomotion will access the external data URL, using a service the organization provides, and retrieve the data.

See Generate Output Using Data from an External Data Source.

Store Output in an External Repository

Administrators can configure the system to store the output generated from a Form in an external storage such as Cloud Document Management system.

When output is generated from a Form for which external repositories are configured, the output is automatically saved to all the configured data repositories. You can configure Docomotion to save the generated output also to Salesforce (see Form Generation Settings).

See Store Output in an External Repository

Support for Salesforce New Flow Builder

Docomotion now supports the new Salesforce Flow Builder available in Spring 2019.
The new Flow Builder enables collecting data and performing numerous actions in your Salesforce org. The Flow Builder provides two types of flows: screen flows and auto-launched flows.
To automate a business process that collects data from people, use a screen flow. For example, create a  survey or wizard with validations.
To launch a flow internally when a record changes or when a user clicks a button or quick action, use an auto-launched flow. For example, add automation to your page or app to perform an action to a record when a user clicks a button.

See Automate Output Generation Using Lightning Flow.

Live Editor: Saved Document Versions

After using the Live Editor to edit documents, the generated output is now saved as a major document version. While editing the output, you can also save a draft as a minor document version.  You can continue editing, in the Live Editor, a saved major or minor version.

When you save a draft, the Live Editor display is refreshed and displays the updated location of the end-of-page black line indicators.

See Using the Live Editor to Edit the Output before Generation

Accessible PDFs 

You can configure Docomotion so that when a user generates output in PDF format the generated PDFs are Tagged PDFs. See Configuring Docomotion.

A tagged PDF includes hidden accessibility markups that, when properly applied, help to optimize the reading experience of those who use screen readers and other assistive technology (AT). Tagged PDFs are considered accessible since they meet certain technical criteria and can be used by people with disabilities.

Note that tagged PDFs are not generated for additional documents or combined mass output.

Embedded Image in Link Channel

When using the Link output channel, the recipient can embed images into the submitted output (PDF saved in Salesforce). This can be used, for example, for adding corporate stamps or images presented directly in the output.

See Interactive Forms – Signatures, Embedded Images and Uploading Files.

When upgrading to version 12 from an older version, you need to upgrade the metadata to use this feature. See Configuring Docomotion.

DOCX: New Format Supported for Combined Mass Generation 

Combined mass generation is now supported also for the DOCX output format in addition to PDF and HTML.

See Generating Mass Output.

Salesforce Files: New Channel  for Output Generation 

Docomotion now supports, in addition to the Chatter File output channel, generating output to the File channel. This means that output is stored under you organizations’s Files and can be accessed from the record’s related list.

See Generating Output Through the Generate Documents Button. 

When upgrading to version 12 from an older version, you need to upgrade the metadata to use this feature. See Configuring Docomotion.

New Signed PDF Settings

You can configure where to save the signed PDFs and uploaded files.

In which object: The record from which the signed PDF was generated (Parent) or the Signature object.

Where to store: In Notes&Attachements or in Files of related objects.

See Configuring Docomotion.

Support for Salesforce Connect’s OData Objects

Docomotion now supports Salesforce Connect’s OData objects.

See Introduction to Salesforce Connect

Dynamically Adding Pictures from Salesforce Files

You can now add to a form a field that include a picture from Salesforce files that will be inserted dynamically when generating output from the Form.

See Adding Pictures from Notes&Attachments or Salesforce Files

Support for Salesforce Organization-Wide Email Addresses

If your organization requires users to share a common email alias, the best practice is to define in Salesforce a list of organization-wide addresses for each user profile. Docomotion now supports using these email addresses when sending emails with API. Users with these profiles can select their own email address or the organization-wide email address for the email’s From field. Emails generated via the Render API silent document generation can also be generated from these email addresses. Replies are delivered to the selected address.

See:

Render API – Silent Document Generation.

Using the Live Editor to Edit the Output before Generation

Custom Metadata for Uploaded Files

Files uploaded by form recipients when submitting an interactive form, can be updated with custom metadata, when Docomotion is configured to attach these files as Salesforce Files (not Notes&Attachments).

This can be useful, for example, for distinguishing between the different files when users upload different types of files (ID card images, official approvals etc.)

See Interactive Forms, Signatures, Embedded Images and Uploading Files

Adding documents to the generated output directly from a related record’s Salesforce files 

You can configure a Form so that additional PDF and HTML documents can be added to the output during output generation directly from a related record’s Salesforce files without including the documents in the Form or the records’ Include Additional Documents object. Note that is this case, documents from the Include Additional Documents object are not available when generating output from the Form.

See Using Salesforce Documents and Files in Generated Output

Doc2Files – Editing Salesforce Files in MS-Word  

Docomotion’s Doc2Files Word add-in, enables you to edit Salesforce files and save them directly to Salesforce as a new version or as a new file under the original Object’s record.

See Editing Salesforce Files in Word Using the Doc2Files Lightning Docomotion Add-in

New Email Recipient Options for Output Generation  

When using the Mail Body output format or Mail output channel for generating output, it is now possible to select an additional recipient from a Lookup, as well as send the output to the logged in user’s email address,

See Generating Output – Select Recipient

Actual Record Preview  

When designing a Form in the Designer, it is now possible to preview the Form using an actual record from Salesforce.

See Designing a Form: Testing the Form

Logging  of Docomotion Server Events

You can now activate logging on the Docomotion server of server events for a duration of up to one hour, and download the generated CSV log file to your local workstation.

See Configuring Docomotion: Generate and Download Log File

Improved Features Version 12

Additional Documents: Add Files from a Folder

You can now add to the generated output also documents/files from a specific folder/library.

See Using Salesforce Documents and Files in Generated Output

Live Editor: Additional Options

Additional options are now available in the Live Editor:

  • You can configure the Live Editor to display page breaks that exist in the designed form as black lines.
  • You can now add to the generated outout images from a Google drive (in addition to images from you local drive
  • When using the Live Editor, the headers and footers are displayed but cannot be edited or deleted.
  • It is now possible to view a preview of the edited output.
  • You can now configure the Live Editor to enable refreshing the display (Reload) to update the location of the black lines indicating an end-of-page in the generated output (see Configuring Docomotion).

See Using the Live Editor to Edit the Output before Generation

Picklist and Multi Picklist New UI 

The Picklist and Multi Picklist interactive elements now have a user-friendly UI that improves user interaction.

See Interactive Collections (Customer Feedback).

Send Email Button Customization 

Administrators can configure whether the email with the edited Mail Body output can be sent directly or sent via the Salesforce Email page (or both). That is whether both Send Now and Send with Salesforce buttons are visible to the output generator or just one of them. See Configuring Docomotion.

See Handling and Reviewing the Generated Output.

Default Subject for Mail Body Output Format in Mass Generation

When generating mass output in the Mail Body output format, administrators can configure in the Generation Settings of the Form, a default file name, in the File Name field, that will be used as the default for the email Subject.

See Defining the Form Generation Settings.

Rich Text Area (RTA) Format Support for Embedded Images

Full RTA support now includes support for embedded images.

Note that the total size of the data input from Salesforce and the metadata of the Form (including the embedded image), is limited to 170KB (maximum view state size Salesforce visualforce limitation).

To learn more see Salesforce help: Editing Rich Text Area Fields in Records.

Rich Text Area (RTA) Text Format Set In the Designer

When adding an RTA tag as HTML, the Form designer can now override the font family and the size of the RTA tag to match the font family and size in the Form.

See Adding Script Tags to Forms.