Actionable run APEX Class
Customize the PDF Butler process directly in Salesforce. Need to retrieve data from backend, do some serious calculations, prepare variables, take custom actions when the document is generated, … . We...
View ArticleFAQ: Can we store a file in an AWS S3 bucket?
Sure we can! You would need: Named Credential: make sure to use “AWS Signature Version 4” as Authentication Protocol Remote Site Setting: Same URL as you use in the Named Credential Class AWSService:...
View ArticleDeployment – Command Line Interface (CLI) via SF CLI
???? PDF Butler deployment goes SF CLI! You might say, why go command line? There are many reasons: 1) Automate deployment scripts 2) Integration with deployment tools (CI/CD) 3) Script setup of...
View ArticleUpdate a Butler App in Salesforce
Updating any Butler App (eg PDF Butler, SIGN Butler, …) is easy and important to stay up-to-date with our innovation and to make sure we can give you the best support possible. The Butler Apps are...
View ArticleDoc Config Backup and Restore for Admins
Backup of your Doc Configs is done in 2 steps: Export the ZIP file from the Doc Config configuration page. The ZIP file will contain your entire config with DataSources, ConfigTypes, Templates and...
View ArticleDeployment – Doc Config Migration Wizard
With the Doc Config Migration Wizard you can have a 1-step deployment of one or multiple Doc Configs in 1 go See it in action here: The post Deployment – Doc Config Migration Wizard appeared first on...
View ArticleFAQ: Can I get the list of Alternatives in Salesforce
It is possible to synchronize the Alternatives from the Doc Config configuration page into the Doc Config record. Follow these steps: The post FAQ: Can I get the list of Alternatives in Salesforce...
View ArticleLINK
Dynamically create a LINK in your documents. There are 3 types of links you can create: LINK: link to an external URL, like to a webpage. For more information: BOOKMARK: link to another reference in...
View ArticleEnable Track Changes when generating a DOCX file
When you generate a DOCX, you can enable track changes by default to make sure any changes are captured while editing in MS Word. See it in action here: The post Enable Track Changes when generating a...
View ArticleBEFORE Actionable to remove form-fields
In case you want to remove any form-fields from the generated PDF to download or mail out the PDF. That is possible by setting the “Flatten Type” through APEX. Flatten Types: NONE: Do not remove...
View ArticleDynamic Selector
The needs of our users are more complex every day, which is why we have developed a new component that helps generate a PDF file from 1 or more DocConfig, which is flexible, customizable, and easy to...
View ArticlePDF Butler – Complex Column Repeater (Repeat Columns and Rows)
Repeating columns and rows in a table in your Word document is possible. It will require programming skills (APEX) but if you follow this tutorial and check your data with Butler Inspector you will be...
View ArticleFAQ: Have a textbox fixed to the bottom of the last page
When generating documents, these documents are dynamic. You cannot know if the document will have 1, 2 or more pages. If you want to display text or a table at the bottom of the last page you cannot do...
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Lightning Flow Action – Convert DOCX to PDF
If you have a DOCX file that you want to convert into a PDF, you can use a Flow to handle this. Use the “Convert a DOCX to PDF” action in the Flow Builder. You can write your own logic to define the...
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Call PDF Butler via a LWC Quick Action
You can create a LWC Quick Action to call PDF Butler and generate your document. Customize the LWC component used by quick action according to your business needs. Example: Lets create quick action on...
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Use Apex to Add SFDC Files to the Document – Handle Files via API
You can add PDF files stored in files within Salesforce to a generated document. This can be done via APEX, and an example is provided below. However, Managing the entire PDF in memory in Salesforce...
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