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
Import/Export templates
Facilitate your deployments between 2 environments via our import/export tools.
We're going to go through 3 simple steps to achieve this:
- Exporting templates from the source environment
- Importing in the new environment
Prerequisites
- Have 2 environments with Gonexa installed (2 sandboxes or 1 sandbox + 1 production)"Installer Gonexa")
- Update the package to at least the “Bordeaux '23" version (February 2023)l'AppExchange)
- Have connected at least 2 environments on the App (2 sandboxes or 1 sandbox + 1 production)
- Have at least 1 model present on an environment
The Gonexa configuration cannot be deployed using a change set or a traditional deployment tool since it is not about deploying meta-data.
A document template is configured using data (Input in the “Template name” fields, output format, version management policy, etc.) but also the file that carries the tags.
If you had to deploy this without any particular tool, you would have to export data+export files and re-create the links in the new environment. For this reason, we have developed a tool that allows you to export on the one hand and import into the new environment in a few clicks.
The export
- Connect to your source environment
- Verify that your templates are available
- Go to the Gonexa Administration via the application launcher"Installer Gonexa"
The import
It is possible to import templates onto a production or a sandbox. Also note that if you repeat the operation, the templates will be updated and not a duplicate will be created as long as they are the same templates.
- First, make sure you log out of the Gonexa App
- Click on the avatar at the top right on app.gonexa.fr
- Click on log out
- A success message tells you that the models have been successfully deployed
- You can check in Salesforce that the templates are present and ready to use.