Ver.2 New Version Released - PDF page break per group added, etc.

A new version of the Office File Creator Ver.2 has been released today.

Revision details

Added page breaks per group in PDF output

The "(PDF) Group Unit" field has been added to the OFC_Child Object Option Object. By checking this checkbox, page breaks can be made in group units when outputting group output.

*This feature is available in Office File Creator Pro.

PDF Page Break Settings

Reference

Output three quotations in a PDF with a single form per page (Page break by group unit)

 

Added a SOQL (WHERE) option to the advanced relationship settings

The "(Advanced) SOQL (Where)" field has been added to the OFC_Child Object Option Object. The WHERE clause of SOQL can be specified to retrieve child records and used to specify a subquery.

*This feature is available in Office File Creator Pro.

Output Child Records related to the Lookup Field

Reference

Output Case records relate to the Account of the Opportunity (Output child records of lookup fields) – SOQL in Advanced Relationship Settings –

 

Added the ToLabel() function

The ToLabel() function has been added to the merge field. It outputs the name of the display label for the pick list and record type. Or outputs the translated value.

Functions for Merge Fields

 

Merge Field Format: {!Object API Name.ToLabel(Field API Name)}

Example1: {!Case.ToLabel(Status)}

Example2: {!Case.ToLabel(RecordType.Name)}

 

Added ContentDocumentLink to the objects available for related file merge fields

ContentDocumentLink can now be used for the related file merge field object. By using ContentDocumentLink, file fields and parent record fields can be output simultaneously.

*This feature is available in Office File Creator Pro.

Output Related Files (List/Images)

 

Reference

Output a list of files of Cases related to the Account, grouped by case number

 

Added support for cross-object formula fields in the child object filter criteria for related files

The cross-object formula field is available as the filter criteria for related files.

*This feature is available in Office File Creator Pro.

 

Others

  • Changed section name "(Pro) Filter Criteria (ContentDocument/Attachment)" to "(Pro) File Filter Criteria" in OFC_Child Object Option Layout.
  • Changed section name "(Pro) Output Rows (max/min)" to "(Pro) Output Records (max/min)" in OFC_Child Object Option Layout.
  • Changed the field label "Number of Output Rows (min)" to "Number of Output Records (min)" in the OFC_Child Object Option object.
  • Changed the field label "Number of Output Rows (max)" to "Number of Output Records (max)" in the OFC_Child Object Option object.

 

Bug Fixes

  • Fixed a problem where an error occurred when the lookup field was blank in a cross-object formula used as a merge field.
  • Fixed a problem in Word, PowerPoint, and PDF output where text containing the symbols "<", ">", or "&" caused shifted characters and incorrect layout. It will be applied to newly uploaded template version 2.13 or later and will be applied to existing templates (all template versions) after August 1, 2025. The Lt/Gt functions are no longer needed due to this modification and will be deprecated in future versions.

 

Version

Ver.2.13

*Existing users of Ver.2 beta have been upgraded.

 

Request for manual settings

Please set some manual settings in this version upgrade.

Granting field-level security

Please grant the administrator user the permissions to read/edit the new fields.

OFC_Child Object Option object

Label

Field Name (API)

(PDF) Group Unit

IsGroupUnit__c

(Advanced) SOQL (Where)

AdvancedSOQLWhere__c

 

Change the page layout

Change the page layout of OFC_Child Object Option object to "OFC_ChildObjectOptionLayout_ver2". Please delete the old page layout.

 

 

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