Layout Overview
1. Toolbar - Formatting, styling, and advanced controls.
2. Side Pane - Select object and configure fields, data tables, conditional contents.
3. Body - The authoring canvas for static and dynamic content.
4. Preview Pane - Live PDF Preview that instantly updates as you make changes.
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Toolbar Features
1. Font Type and Size
Highlight text and click the dropdown(s) to apply the desired font or size.
2. Bold, Italic, Underline and Strikethrough
Highlight text and click the desired formatting option to apply.
3. Text Color and Highlight
Highlight text and click the desired icon. Select color from palette or use hexadecimal value.
4. Clear Formatting
Highlight text and click the desired formatting option to apply.
5. Insert Table
Hover over the icon and drag to the desired width and height. Click to insert.
6. Insert Image
Specify the image's URL and customize dimensions. Click Insert button to add
7. Insert Link
Highlight desired text then click the icon. Specify the target URL and Set Link.
8. Numbered and Bulleted Lists
Place cursor and click icon to add new list. To transform text to a list, highlight it first then click the icon.
9. Increase / Decrease Indent
Click the desired icon to shift the cursor. Highlight text in the body to apply indent to content already in the template.
10. Alignment
Set content alignment to left, center, right, or justify.
11. Conditional Content Shortcut
This tool is for quickly inserting conditionals. The feature will be covered in detail later in this article.
12. Page Settings
Units: Unit of measurement in the template. Can be set to inches or centimeters
Dynamic: Checkbox that controls if page ranges adjusts to contents with variable length (e.g. Data Tables).
Page Size: Defines the width and height of the page.
Margins: Sets the margins throughout the PDF.
Header and Footer: Specify the header and / or footer contents.
13. Document Settings
Document Name: Specifies the name of the resulting File and Document records.
Save as File: Enables automatic Salesforce File creation and linking to record
Test Record ID: Specifies the data to use in the PDF Preview. A record is chosen by default, but can be overridden to try other test cases.
14. Magic Wand
Type text, highlight it, and click the icon. Poof! Gutenburg transforms the text into a Field or Data Table automatically.
Data Settings
The Data Settings pane allows dynamic contents like fields, repeating tables, and conditional contents to be configured.
1. Fields- Merges data from Salesforce into a PDF.
3. Conditional Contents - Rule-driven inclusion of PDF contents.
2. Data Tables - Dynamic tables that merge data from many records.
Fields
The Data Settings pane allows dynamic contents like fields, repeating tables, and conditional contents to be configured.
1. Field- Choose the data to merge into the PDF.
3. Style - Apply bold, italic, or underline formatting
2. Format - Choose the masking to apply to the data.
4. Delete - Removes field from template
5. Insert Field - Embeds the field into the template
6. Add Field - Creates new Field
Tip: Fields can grab data from parent records.
Data Tables
Data Tables are designed to summarize data from many related records into one table.
Example:
Name, phone, and email of each related Contact
Config and Settings
Step 1: Choose the desired related object to pull from.
Step 2: Click the plus icon to select a field to add.
Step 3: Click the plus icon to select a field to add.
Step 4: If desired, add more fields to the Data Table.
Tip: If the table spans many pages, check this box.
Step 5: Click Insert Data Table to embed in the template.
Last Step: Click Insert..
Conditional Contents
This feature allows the inclusion of template contents to be rule-driven. Configure a simple or complex rule to determine whether or not the content is included.
Step 1: Click the button to add a condition.
Step 2: Click the blue area to open the tool..
Let's look closer.
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1. Field: Choose the field whose value determines if content is included or not.
2. Operator: Select the operator used in the rule; many options are available.
3. Value: Enter the value to compare against the field's value
4. Add Condition: Allows another condition to be built into the group.
5. Compounder: Toggle between AND and OR statements when using many conditions.
6. Add Group: Supporting complex logic, this allows many groups to be added.
7. Value: Defines the content to include if the condition is satisfied.
Accessing the Template Builder
1. Open App Launcher and select Gutenburg app
2. Click "New Template" in the Salesforce navigation bar
Basic Template Config
1. Name the Template
2. Choose your favorite theme (optional)
