Filter your document templates by category [EP-14]

This video demonstrates how you can add a custom field to the OmniStudio Document Generation's (DocGen) Document Template Object so that you can filter templates and only show the ones relevant to the use case.
I had to pause the video to troubleshoot some issues. All I did was remove the quotes from Demo and reactivate. I suspect that the OmniScript was holding onto old data when I attempted to use it.

[@PiaRoeser]

Hi Cindy, thank you so much for putting this video series together. They have been a lifesafer. They are super clear and structured - AMAZING!!! :)

[@pantrybytes]

Thank you for the kind feedback. I'm glad I've been able to help.

[@HarikaYadhav]

Hi Cindy, can we just pass the document through button(so that we can view directly download the doc page) as you did pass the id and name of selected record using button.

[@pantrybytes]

Hi, sorry for the late reply. I'll work on creating a video for this but you can pass the template id in the url via the button. This link doesn't provide the exact steps but it gives you an idea:
help.salesforce.com/s/articleView?id=ind.doc_gen_create_a_custom_generate_document_button_394436.htm&type=5

[@gibymolthomas6168]

Hi Cindy
Great content.
Do u have solution for server side document generation

[@pantrybytes]

Hi! I plan to work on this solution within the next few weeks. Just finishing up a major project at work :)

[@HarikaYadhav]

Hi There, Can we create a excel sheet using omnistudios? like how we got Word, pdf with omniscript!

[@pantrybytes]

I don't think so at this point in time. It looks like you can only do PDF and Word.

[@HarikaYadhav]

@@pantrybytes can we do excel sheet using omni studios custom LWC