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Update a Template Section from a Process
Edit a section of a template using text detection. Update sections of cloned documents at scale.
Required Editions
| Available in: Lightning Experience |
| 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 create a Quip action and select Edit Document, fill in the relevant fields to add the action to your process.
-
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.
- Select Document as the Document Type.
- Enter the URL of the document you want to edit.
- To edit a document based on a section, select After Section, Before Section, or Replace Section as the location for your new content.
-
Use text detection to reference a document section by text. Under Section in Document,
select Text Detection.
- Enter the section text you want to reference using text detection.
- Under Section Style, select whether the section text is a heading, paragraph, or list.
- Select the content type.
- Enter your new content.
- Save your 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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