Create a Button

IdealDocGenericActionScreenFlow

There is a predefined generic flow to call the IdealDoc service.

To be called either from a quick action or from list view button for creating multiple documents at once

Quick Action Button

This is the preferred way to call the IdealDoc service to create a single document.

Because it is currently not possible to pass dynamic parameters to a flow from a quick action (a feature which will be hopefully added by Salesforce in future release), some workaround had to be found.
In order to pass the IdealDoc environment and the information which category of IdealDoc templates should be available for selection the name of the quick action button has to follow a certain naming convention.
An example quick action definition looks like this:

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The name of the quick action needs to comply with the following pattern:

<Any Name>_<DialogType (single or multi)>_<IdealDoc Template Category>_<IdealDoc Custom Meta Data Name>

For example:
CreateIdealDoc_single_Invoice_prod

The IdealDoc Template Category (“Invoice” in this example) will be used to show only the IdealDoc Templates with Category equals to “Invoice” for selection. If no template filter should be applied the term “any” can be used as category.
E.g. CreateIdealDoc_single_any_prod

The IdealDoc Custom Meta Data Name (“prod” in this example) is used to query the IdealDoc Meta Data record with this name for connecting to the IdealDoc service.

List Button (On List Views)
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