Workflow Config
Button Workflow
Gutenburg allows users to create PDFs by clicking buttons. Let's review the process.
The next screen allows the user to choose their desired template(s). One or many can be selected at once.
The user begins on a Salesforce record. It can be any object type, including Custom Objects. They click a button which was placed on the page by the Admin.
Once the Templates are selected, the user clicks "Generate Documents".
The next screen allows various actions to be taken.
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The PDF will be connected to the record, typically as a File. The user can now download, email, and more with the resulting PDF(s).
1. View PDF
2. Create additional PDFs. The users steps through the whole process again, allowing additional PDFs to be created.
3. Return to record
Button Config
1. Navigate to Salesforce Setup.
2. Go to the Object Manager and select the object to enable Gutenburg with.
3. From your object, navigate to Buttons, Links, and Actions.
4. Click to create a new Button.
Label: Your Choice
Display Type: Detail Page Button
Behavior: Display in existing window without sidebar or header
Syntax:
{!URLFOR('/apex/Gutenburg__CreateDocuments?recordId=' + Account.Id )}
5. Add button to desired page layout.