Quick ‘Document Preview’ Button – New API Integration:

This new feature streamlines the document preview process, offering users a more efficient and controlled way to assess their document’s appearance before generating the final version. Unlike the conventional approach that required navigating through multiple steps to access a preview screen, this new feature empowers users to incorporate a preview button directly into their object screen.

To build this custom button, follow the steps:

  1. Create a screen flow, and add variable.
  2. Creating a new screen:
    1. Add preview Api
    2. Set Form#
    3. Set recordId
  3. Adding a section:
    1. Add a section from ‘components’ on the left side.
    2. Adjust its Height/Width.
    3. Add a checkbox to the section
    4. Set Form# in the checkbox
  4. Adding Docomotion Action: