Customise the Document Generation OmniScript [EP-13]
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- Опубліковано 11 вер 2024
- This video demonstrates how you can customise the fndSingleDocxLwc OmniScript by passing in values (ObjectId and AccountName) and hiding steps.
Resources:
OmniScript Step Properties: help.salesforc...
Customize fndSingleDocxLwc OmniScript: help.salesforc...
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This is amazing!! Thank you so much for sharing it with the world ❤
Hi there, I followed your video from first and trying to preview my document using omniscript but I couldn't preview it, where it gives me a blank page but when I download the preview pdf I'm getting the data which I want to see in my preview, my question is why I can't view the data of document in preview itself, is their any setting I need to change to view my document in preview. kindly let me know. Thanks.
It looks like it's a known issue with a resolution available here:
help.salesforce.com/s/articleView?id=000392179&type=1
I hope this works for you.
Hi, I would like to generate 2 documents and would need to assign the names dynamically. How can this be achieved
Hi Cindy, I have pretty much followed what you did here but I got [Cannot read properties of null (reading 'ObjectId')]. My button is from Case and i assign CaseId to it and replace your AccountId to CaseId. When I set the conditional view in enter object Id Step, it gets this error. I have tried several times but still doesn't work. will be appreciated if you got any insights. Thank you so much
It gets working magically but i dont know how I fixed it lol but yea thanks for the videos they are super helpful
@@yueqiangzhang5117 Sorry just saw your comments! I was about to ask where you got your error but I'm glad to see that it's working now. Omnistudio can be weird and sometimes you need to deactivate/activate to get things working.
@@pantrybytes Getting exactly the same error [Cannot read properties of null (reading 'ObjectId')], Do you think what could be the missing step here?
@@SalesforceCPQ Have your checked the debug tab in the omniscript for the dataraptor? Particularly the request part. You might not be passing in the id.
@@pantrybytes In Omniscript I see data raptor used for template selection only, which gets the template type as input. Are you referring to the same?