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Create a Microsoft Word or Microsoft PowerPoint Template for Omnistudio Document Generation
Using Microsoft Word or Microsoft PowerPoint, create documents that contain formatted text, including tables of contents, tables, paragraphs, columns, and images. You can also include tokens, or variables, to merge data from a JSON source when you generate the document.
To import the data, you can use a Omnistudio Data Mapper or create a custom class using multiple Data Mappers or queries to retrieve large amounts of data (for example, over 1,000 records).
After you complete the document, you create a document template and drag the file into the document template designer. The Document Template object is a container to hold the .docx or .pptx file.
If you include a table of contents in your Microsoft Word document, you can refresh the table of contents in the Microsoft Word file.
To create a Microsoft Word or Microsoft PowerPoint document template:
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Create a document in Microsoft Word or Microsoft PowerPoint.
To include tokens, see Tokens in Microsoft Word or Microsoft PowerPoint Documents.
- Using the App Launcher, go to Document Template Designer. Select DOCX or PPTX Template.
- Click New.
- Enter the Name.
- From the Template Type list, select Microsoft Word .DOCX Template or Microsoft PowerPoint .PPTX Template.
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The Token Mapping Method determines how the template's
tokens are populated. Select one of the following:
A Data Mapper can be associated with up to two document templates. When a second document template is created with the same Data Mapper, the system creates a versioned copy, for example {DMname}V1. However, attempting to use the same Data Mapper for a third template results in an error. To prevent this issue, make sure that each template has a unique Data Mapper.
- OmniDataTransform: Enter a Mapping Data Mapper Bundle Name to transform data and a Data Extract Data Mapper Bundle Name to retrieve Salesforce data. For details about creating Data Mappers, see Omnistudio Data Mappers.
- Custom Class: Enter a Mapping Data Mapper Bundle Name name. For details about defining a custom class, see Using a Custom Class in Templates for Omnistudio Document Generation.
- Select the Document Generation Mechanism. See Client-Side and Server-Side Document Generation Compared.
- Drag the .docx or .pptx file from your computer into the document template designer, or click Browse to find the .docx or .pptx file.
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Click Save Template Details.
After you activate the Document Template, you can’t delete the Microsoft Word or PowerPoint file associated with it.
