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Create a Document, Folder, or Chat Room from a Process
Use Process Builder to create documents, folders, and chat rooms.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, or view processes: | Manage Flow AND View All Data |
Important Support and updates for Process Builder have ended as
of December 31, 2025. This means that support won't be provided for any process and bugs in
the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.
After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.
After you’ve created a Quip action and selected Create New Document, Create New Folder, or Create Chat, fill in the relevant fields to add the action to your process.
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Enter a name for this action.
This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
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Choose a document, folder, or chat name.
Names can be formatted as a string, field reference, global constant, or formula.
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Enter the content that you want to add to your chat or document.
This step is optional for new documents.
- Save the action.
Note To replace the existing Process Builder processes and Workflow Rules
with flows before Process Builder and Workflow Rules reach end of support, see Quip Actions in Flow Builder.
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