New Features In Version 12

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.

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.

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. 

Support for Salesforce Connect’s OData Objects

Docomotion now supports Salesforce Connect’s OData objects.

See Introduction to Salesforce Connect

Improved Features Version 12

Live Editor: Additional Editing Options

Additional editing options are now available in the Live Editor:

  • You can add a page break
  • You can now add to the generated outout images from a Google drive (in addition to images from you local drive
  • Locked containers can now not be deleted.

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 

After editing the output for Mail output channel and Mail Body output format, administrators can configure whether users can send the email directly or send via Salesforce (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.