Generate Document Using Document Template Designer

You can source the JSON input from various origins to associate document templates with input JSON data. It can be derived from a DataRaptor extraction step within the OmniScript or collected from the user during the OmniScript process. During document generation, a remote call can transmit the JSON data. Within the text, variables (also known as tokens) reference the input JSON data, and these variables are merged into the document.

Documents can be generated as part of a guided interaction flow based on the OmniScript framework. Sample OmniScripts are provided as a starting point, which you can customize according to your requirements. The generated document can be converted to PDF or Microsoft Word format, enabling seamless integration within the OmniScript. Additionally, you have the flexibility to attach the document to the appropriate object record or even email it to recipients. For advanced customization, you can create your own OmniScripts, Integration Procedures, or Apex classes to facilitate document generation.

Each document template record must possess a unique name. While you can create multiple versions of a document template, only one version can be active at a given time. Furthermore, you have the capability to clone, activate, and deactivate templates as needed.

Here is a Example How to Generate Document. Follow this step.

Step 1: create Data Raptor Extract. Use DocumentTemplates object.

Map DocumentTemplates Field.

check preview using Key.

Step 2: create docgenGetQuoteDetails Extraxt data raptor.

Add Fields.

Step 3: create transformGetQuoteDetails transform data raptor. Copy current Json from Data raptor extract and Paste that Json in Input json or Expected Json. now click on Quick Match. and auto match.

Step 4: create OmniScript. Add Data Raptor Extract Action and pass the parameter.

Add New step in OmniScript. add omnistudio__clmOsDocxGenerateDocument lwc component and pass the parameter.

Now Active omniscript and click on how to launch button. copy lightning URL.

Step 5: create a generate document button in Quote object. paste here that lightning link. after link paste you need to add this things. “&c__TemplateType=MicrosoftWord&c__ObjectId={!Quote.Id}”. Add this button in page layout.

Step 6 : create one doc and Add parameters in curly brackets.

Step 7 : create Template. add details using below scrrenshot.

Useful links.

https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_document_generation_overview_389381.htm&type=5

https://developer.salesforce.com/files/industries/SalesforceContracts/Explore_Client_Side_Document_Generation.pdf

https://developer.salesforce.com/files/industries/SalesforceContracts/Explore_Server_Side_Document_Generation.pdf