Initial training
The Gonexa Doc solution is Gonexa's historic solution for generating a document from a template in the format .docx. xlsx .pptx .pdf
Translation template
Several types of document templates exist to allow the management of new use cases, such as translations of the main template.
Training prerequisites
- Have already configured a main template with a selected language
- Update the package to the latest version
- The Static part must be translated by you beforehand
Document template translation
What is a Translation model?
A Translation document template is used to translate a main document.
This type of document is used when there is a need to have a document template in several languages.
Create the translation-type document template
- First, you need to create and configure the main document template
- In the Doc tab of the main document template, click “New Translation” in the Translation component
- Give the model a name
- Choose the desired language
- Enter a prefix and a suffix in the name of the file that will be generated
- Save to be redirected to the created document template
- Then load the translated document, and check that all the dots are green.
- You will then be able to see all the models (translations of the main model).
Generating the translation model
- The document template that will appear in the generation component will be the one that corresponds to the user's language.
For example: if the user uses the English language on Salesforce, it will be the English Translation template that will be generated. - If you want to let users choose the generation language, check the “Allow user to choose language” box in the “Language & Translation” section of the main template configuration
- There will thus be the possibility to choose the language in the generation component
Language management only drives the standard generation component.
If the generation is done via a flow, it is necessary to manage the retrieval of the desired templates in the flow