Pourquoi ajouter des documents associés ?

Associated document templates can be static, dynamic, multiple, or chart-based to meet your most advanced use cases.

Related document template

• First, you need to create and configure the main document template
• In the Doc tab of your main template, click New Associated Template
• Give the template a name and choose the type of associated template you wish to create from the following options:
  Static
  The associated document is fixed and contains no tags. There is no main object selection. The page can be a PDF
  
  Useful for adding Terms and Conditions

  Dynamic
  The document contains dynamic tags. In this case, the object is selected from the main or secondary objects of the main document template
  
  Use this to add an appendix with dynamic information

  Multiple
  The document contains tags and repeats based on the number of child objects in the main document. In this case, the object is selected from the child objects of the main document template
  
  ‍Used when displaying product sheets. If the main document contains a table with 5 products, the associated document will be added 5 times after the main document, once for each product

  Chart
  The document is an Excel file containing a chart to be displayed on the generated document
  
  Appendix used for an advanced account summary, for example
• Validate and you will be redirected to the associated document template configuration
• Add additional objects as needed, include your document tags if it is not static, and upload the associated document template
• Your associated template will be linked to the main template from which you created it
• Test the generation from your main template to find the associated document added to the first one upon generation

If an associated template needs to be linked to multiple main templates, create the link between the two depending on where you are currently located

You can add conditions for displaying an associated document after the main document.

• On your main template, go to the "Doc" tab, then access the "Associated templates (n)" block
• From the existing links, click the arrow and then "Edit condition"
• Build your display condition(s) as desired
  
• Click "Choose"
  

Graphic Associated Document Template

This associated template is a technical appendix for creating charts from Excel data and displaying them in a Word or PowerPoint document.

• From Setup, go to Object Manager > Document Template > Fields & Relationships
• Search for the Type field (gnx_Type__c)
  
• If the "Graph" value is missing, click "New (values)", name it "Graph", and confirm.
  
• Go to the "Record Types" tab > Associate, edit the picklist available for the Type field, and move the "Graph" value from Available to Selected. Save.
  

• From your main document template, go to the tab
• If necessary, create child objects to generate graphs on linked objects (e.g. Contract + Contract Lines)
  
• Click "New associated model" and name it (e.g., Charts).
  
• Select the model type: Chart (Excel).
  
• The "Main model object selection" field will be filled in by default.
  
• Click "Choose".
  

• Create an Excel file with the fixed and dynamic parts, and add data tables via the "Insert" > "Table" ribbon so that they are correctly defined as Excel Tables.
  
• Add the header and tags as you would for a standard child table.
  
• Create the charts by selecting the relevant table, then go to the "Insert" tab > "Chart".
  
• Name your chart.
  
• Select the table and give it a name in the "Table" tab that is identical to the first chart.
  
• Add a title and a legend to each chart.
  
• Click on the chart and define a unique name for each chart in the "Name Box".
  

• From Salesforce, in the Main Templates block, access your main model
• Open the main document (Word or PowerPoint)
  
• Place the tag where you want to insert the chart.