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When clicking on the “1. Request Trial Subscription” button, automatically a new trial subscription for this Salesforce instance gets created automatically which allows for the creation of 100 documents and is valid for 3 months.
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If a corresponding subscription is found for the entered (hidden) settings token and url, the subscription start and end date, the max quota and used quota gets displayed as well as the information whether the subscription renews automatically (canceled = false) or not (canceled = true).
All the attributes entered on this setting screen will be used as default value for each document created using this setting. Those values can be overriden by on the template record (See ….).
The attribute “Only Server Side Callouts” exists only this settings entry. If checked, IdealDoc will route all request for document creation and document status queries through the Salesforce server. This might be needed for environments where client side calls to the IdealDoc endpoint are not permitted by security restrictions.
Once you are ready to use IdealDoc in production, please contact us through our website: https://www.idealteam.group/en/products/idealdoc
We will send you a production ready token which you can enter as a new setting:
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Create an Example Template
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When pushing the “Create an Example Template” button, a new IdealDoc Template records named “Example Account Overview Template” gets created together with a new IdealDoc Query record “Example Account Overview Query”. An example Word template file “account_overview_example_idealdoc_template.docx” is attached to the template record. The details of an IdealDoc template will be discussed in a later section. To get started its enough to understand that those records have been created.
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To create your first document you can copy (ctrl-C) the Id of an example Salesforce Account record and paster it into the example template record id field and click “try me”
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the “try me”button:
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In the generic IdealDoc generation dialog select the newly created “Example Account Overview Template” and press “Next”.
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If everything was setup correctly your first IdealDoc document should have been created and downloaded. Congrats!
The following section explains how to allow the creation of the example account overview document for all the users directly from the Account.
Add the Lightning Action to the Record Page
As part of the IdealDoc package, there is an example Account action called “CreateIdealDocExample_noattach_docx_single_account_trial” which calls the “IdealDoc Generic Action Screen Flow”.
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To the test the creation of an IdealDoc document from an Account record this action can be added to the Account lightning record page. If dynamic actions are not enable the example action needs to be added to the “legacy” account layout.
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Once the action is added to the record page, the “Create IdealDoc (Example)” action button becomes visible on the Account record page:
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When clicking the “Next” button, the Account overview document will be generated depending on your selection either as Word or as PDF and either download or attached to the Account record as Salesforce file.
That was a quick intro to get you started. To learn more how to create your own IdealDoc templates have a look at the further documentation.