Document Generation Batch Process

The Document Generation Batch Process feature allows you to group and manage a large number of single document generation process requests, all under a unique batch document generation ID.

Here’s an example of how the Batch Document Generation feature can help you. Suppose you have 1000 documents that must be generated, you can group them under a unique batch document generation ID. You’ll be able to monitor the batch status, track the success, failure, and progress of requests, and determine the completion of the entire process. After the document generation batch process is complete, you'll receive an email and an in-app notification.

• Prerequisites for Omnistudio Document Generation Batch Process
  Before you proceed, make sure your organization meets these prerequisites.
• Enable Omnistudio Document Generation Batch Process
  Before you can start using document generation batch processing, you must enable Document Batch Generation from Document Generation Settings.
• Create a Omnistudio Document Generation Batch Process
  Create a document generation batch process to group and manage a large number of single document generation process requests.
• Assign a Document Generation Request to a Omnistudio Document Generation Batch Process
  When you create a document generation process request, you can assign it to a document generation batch process.
• Manage a Omnistudio Document Generation Batch Process
  You can run, pause, queue, dequeue, and delete a document generation batch process. You can continue adding document generation processes to a batch while it is In Progress or Queued. You can run only one batch at a time. If multiple batches are queued, they run sequentially. You can’t modify a batch after it reaches completed.
• View the Status of a Omnistudio Document Generation Batch Process
  The Document Generation Batch Processes page provides a list of all batch processes.
• Sample Apex Code for Generating Quotes in Batch
  Here is a sample of Apex code that carries out two main functions. First, it creates a record named DocGenerateBatchProcess which is responsible for generating quotes. Second, it creates a list of 100 quote documents and links these documents with the DocGenerateBatchProcess record. To start a batch using Apex, update the Status field to InProgress. This value is case sensitive, and the batch runs automatically after the status is updated.