Overview (6:30 min)
Completion requirements
01 Getting Started
This tutorial covers the commonly used menu items in the FT Generate Document window.
02 FT Document Generation Button
The FT Generate Document button calls a Lightning web component through an action. This action works for all standard and custom objects. You can use the FT Generate Document button with the Titan managed package that applies to standard objects or create a custom button to call the action from a custom object.
03 Menu Items in Document Generation Window
Several icons are displayed next to each Document when the Document Generation window is displayed. You can customize your icon options as required. Here is a breakdown of what each icon represents:
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There are a variety of options available on the kebab menu.
Some of these options are duplicates of the icons listed, such as email.
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- Preview - allows you to see the Document in a preview window with the prefilled data.
- Edit - allows you to edit the Document directly from a popup window.
- Email - allows you to email the Document as an attachment.
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There are a variety of options available on the kebab menu.
Some of these options are duplicates of the icons listed, such as email.
- Email - allows you to email the Document as an attachment.
- Generate - automatically generates the Document. You can configure actions to trigger after the Document is generated - for example, once a document is generated, your opportunity state moves from prospecting to qualification.
- View Form - allows you to preview the form.
- View Document - allows you to view your Document in Word.
- Download - allows you to download the Document in Word.
- Edit Document - allows you to edit the Document in Word.
- Attach to Record—You can choose whether to attach the Document to the Record as an attachment or as a file.
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