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...
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...
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...
OFC Settings

Tips for creating templates for PDF output

This article will show you tips for creating Word templates for PDF output in Office File Creator.Output Page Number/Pag...
OFC Settings

How to deal with the problems with continuous/multiple file downloads from custom buttons

If when outputting a file from the custom button in Office File Creator, the file cannot be downloaded a second time and...
Salesforce Flow

Salesforce Flow to Send Custom Notification to Case Owner

This article will show you how to create a flow to send a custom notification to the owner when the Case owner is change...
OFC Pro

Output different layouts for open and closed cases - Advanced Relationship Settings

This article introduces the procedure for outputting different layouts for open and closed cases related to the Account ...
OFC Pro

Break the PDF at a specified number of lines and output a table header on the next page

This article introduces the procedure for breaking a PDF page at a specified number of lines and outputting a table head...
Copied title and URL