I have Omnistudio licenses and from a Person Account I can generate documents through templates. I create a screen flow where I choose the template and it generates a preview where I can download it in PDF or Word. My question is, I have a Course object that groups multiple people and I have a requirement for mass document generation, that is, a button in progress that launches the omniscript flow N times and saves the files associated with each person. I don't mind not previewing the documents or having to click the download button. Is this possible?
1 Answer
The Omnistudio provides a Document Generation functionality, that will enable you to generate documents. Specifically you can use the Server Side Server-Side document generation is available in both the Omnistudio and Salesforce Industries packages. It is basically an asynchronous process which is built to handle the creation of large and heavy documents.
The Integration Procedures call different methods of the DocumentServiceGateway Apex class with various parameters to generate documents. You can use them independently of Omniscript. For more details, check out Omnistudio's Server-Side Document Generation Integration Procedures.
- Thankss!! But, do you know if is it possible create a process that get some ids and generate a document (same template) for each idBanzoni– Banzoni2025-03-05 19:10:59 +00:00Commented Mar 5 at 19:10
- I assume your requirement is to create document on the all the relevant child records once the button is clicked on the parent. You can launch an Omniscript on the button which calls an IP , that has a for loop inside in and in that each for loop, you can call the Document Genration IP. So flow will be Button-> Omniscript -> IP 1 querying on the records calling the IP 2 -> IP2 calling the DocGen methods to generate documents.Shrey Mathur– Shrey Mathur2025-03-06 05:30:43 +00:00Commented Mar 6 at 5:30
- That's it, from the parent, click on the button that retrieves all the data from the children and, most importantly, that saves the generated documents in the corresponding child record.Banzoni– Banzoni2025-03-18 10:52:59 +00:00Commented Mar 18 at 10:52