• From the toolbox, click on New Resource
• Choose the type: Variable and give an API name
• Select the Text data type, to store the id of the record to be generated.
• Check the box: Available for entry

• Name the label and the API name
• Name the label and the API name

  Tip
  In the screen properties, rename the "Next" button in the footer configuration to improve the user experience.

• Drag and drop the desired component: date, checkbox, informative text...
• Validate

To update the data entered in the previous screen, you can add an update action. It will trigger a next action.

• Name the label and the API name
• Name the label and the API name
• Check the box: specify conditions for identifying records
• Select the Salesforce object from which the field is to be updated (e.g. Quote)
• Filter conditions with the record Id = the previously created recordID variable
• Define the fields to be updated and their values. (Ex. ExpirationDate = Expiration Date and Status = Review)
• Validate, save, name, and activate your flow.

Place the feed on your context.

• Access your main object from Salesforce (the object from which the action is triggered)
• Click on edit page
• Drag and drop the Flow component to the desired location
• Select the flow you want to call from the dropdown list
• Check the box: transmit the ID of the record in this variable

Action name: “Generate a document (Future)”

This flow action is similar to the Generate a Document action, the configuration is similar.

Action name: “Generate multiple document (<50,000 records)”

Generate several documents at once from a list view.

• Give it an API label and name
• Retrieve records from the object in your context. (Ex. The generation of certifications (from contacts)
• Filter records with the following requirement:

  Field: Id
  Operator : in
  Value : ids

To fill in the value field, create a new resource:

• Resource type : Variable
• API name: ids
• Data type: Text
• Allow multiple values (collection)
• Available for entry
• Validate

Add action on the page layout of your main object.

• From the configuration object manager, access the object from which you want to start the generations.
• Go to the Buttons, Links, and Actions tab
• Create a new button such as List button
• Name the label of your choice (e.g. generating certifications)
• Paste the feed URL into the link.
• From the layout tab of the list view button, add the new button and save.
• Validate and test

Inserting dynamic variables into a document

Sometimes you need to display one or more dynamic values when generating a document.

In a Salesforce flow:

Start by creating a collection variable in your feed. This variable will store the data you want to show in your document.

Add an assignment action to assign the desired values to the collection variable. The order of the assignments will determine the order of the tags to be positioned in the document.

In the document generation action, activate the “Collection of Dynamic Values” parameter, then enter the collection variable used previously.

In your document template, position Gonexa tags to show dynamic values upon generation.

Action name: “Convert to PDF”

This flow action allows you to convert a document into a PDF, and also allows you to merge several documents into one.
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In a Salesforce flow:

• Content Version ID : Enter here the ID of the Content Version to be converted to PDF, or to which you want to add documents as appendices
  You can retrieve this value by obtaining a record in the stream.
  ‍

In case you want to merge several documents, create a collection variable to store appendices

• Annexes IDS : Enter here a collection variable in which you have stored the IDs of the documents to be added to the main document.
  Content Version IDs are expected here
  You can retrieve the documents via a screen or by using a registration form in the flow, for example.

Action name: “Create a dynamic filter”

The use of dynamic filters allows the user who generates his document to choose which filter to apply to a child object of the document model.

Generating with dynamic filters can only be done via a Salesforce flow.

In a Salesforce flow:

• Condition on query : Enter the condition for retrieving the records here. What is expected is what comes after the Where of a SOQL query
• Document template object Id : Enter here the ID of the child object of the document template concerned by the filter.
  You can retrieve this value by obtaining a record in the flow.

Create a collection variable in your feed. This variable will store the result of the dynamic filter.

Add an attribution action to assign the result of the dynamic filter to the collection variable.
To do this, you have to

In the document generation action, activate the “Collection of Dynamic Filters” parameter, then enter the collection variable used previously.

Action name: “Send e-mail with attachment”

Sometimes you need to send an email with an attachment.

In a Salesforce flow:

Fill in the expected parameters:

• Contact or User ID : Enter the ID of the contact or user you want to email. You can retrieve this value by obtaining a record in the stream.
• Email Template ID : Enter the ID of the email template you want to use for sending. You can retrieve this value by obtaining a record in the flow on the EmailTemplate object for example.
• Content Document ID : Enable this setting to add a document as an attachment. You can retrieve this value using a Get Records element in the flow.
• Related To ID : Enable this setting if you want to link the activity to a specific record in addition to the contact. Enter the desired record ID; you can retrieve it using a Get Records element in the flow.

You can add other parameters to the action, such as adding a copy of a recipient, adding a custom shipping address, or displaying a sender name

Enter a variable in the generation actions

You sometimes need to create automations following the generation of a document, such as sending by email or signature for example.
In a Salesforce flow, you can identify each generation and find that information in the generation log.

In a Salesforce flow:

• Enter the usual expected parameters
• Activate the “Generation Tag” setting
• Enter a descriptive value in this field, such as the flow name or any information useful for clearly identifying the generation in the generation log.

• Save your feed
• When a document is generated via this flow, the “Generation Tag” field in the generation log will automatically take the value defined

With this information in the generation log, you can simply define the conditions for triggering your automations later.