OFC Pro

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

This article shows how to output a list of files of Cases related to the Account in Office File Creator, grouped by case...
OFC Pro

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

This article shows the procedure for outputting case records related to the Account of the Opportunity in Office File Cr...
OFC Pro

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

This article shows the procedure for outputting the three quotation patterns in a PDF with a single form per page in Off...
Notice

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 detailsPDF page break per group addedTh...
Notice

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

We will release a new version of the Office File Creator Ver.2 on the following schedule. Scheduled release dateMarch 17...
OFC + Flow

Send an Email with a PDF Quote in Salesforce Record-Triggered Flow - Office File Creator Advanced -

This article will show you how to create a PDF quote and to send an email with an attachment in the record-triggered flo...
Salesforce Flow

Send Email with Attachments in Salesforce Flow

This article shows how to send email with attachments in a Salesforce flow.Send Email ActionIn the release of Spring '25...
Notice

OFC Pro/Request to change a template with two or more lines of merge fields of the same child object (Word/PowerPoint/PDF)

This notice is to request your support for template changes in Ver.2.12 when there are two or more lines of merge fields...
Notice

Ver.2 New Version Released - Action callable in Record-Triggered Flow (PDF) added, etc.

A new version of the Office File Creator Ver.2 has been released today. Revision detailsActions callable in Record-Trigg...
Notice

Ver.2 New Version Release - Action callable in Record-Triggered Flow (PDF) added, etc.

We will release a new version of the Office File Creator Ver.2 on the following schedule.Release ScheduleScheduled relea...
OFC + Flow

How to deal with a CORS error when executing a flow in a list view and the process does not proceed

This article describes how to deal with a CORS error when a flow using Office File Creator is executed from the list vie...
OFC + Flow

Create documents of selected records in the data table of a Flow in Salesforce

This article will show you how to create a flow to create invoices for selected records in the Flow's data table. To cre...
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