Dynamic Rich Text for Server-Side Document Generation

Use rich text tokens in a Microsoft Word document template to insert rich text content in the generated DOCX and PDFfiles. With dynamic rich text tokens, show product details as a block of information with its original formatting in your generated document. Product details are stored in a rich text field of a Salesforce object.

The rich text token must start with RTB_. The token format is {{RTB_<richtexttokenname>}}, for example, {{RTB_HeaderRichText}}. Place rich text tokens anywhere in a document template, such as in a paragraph, table, text box, header, or footer. Rich text tokens must be placed on a new line. In the Text Area (Rich) field, you can undo, redo, bold, italicize, underline, strike-out, modify alignment, add a numbered or non-numbered list, indent, outdent, and add hyperlinks.

The rich text field supports right-to-left languages and custom fonts. Rich text can pass through the rich text tokens by using Omnistudio Data Mapper Transform, Custom Class, and Omniscripts.

The image shows an example of a Word document with a list of products, their names, and their images. For each product, a rich-text list is inserted that describes the product details, such as model and make.

Note

Rich Text Token Mapping

If the same rich text token is used more than once in a document template and the rich text field has a numbered list, then the numbering of the second instance of the numbered list doesn't start at 1. Instead, it appears as a continued numbered list in the generated document as shown in the image.

• Insert and Map Rich Text Content in Document Templates
  Create and map custom rich text fields using Omnistudio Data Mapper to render formatted content in generated DOCX and PDF documents. Use RTB_ tokens in Word templates to insert rich text such as styled text, lists, and hyperlinks.
• Create Custom Rich Text Fields for Your Object in Salesforce Document Generation
  You can create a custom rich text field for any object. Map the rich text field in your object using Omnistudio Data Mappers to render the rich text content in the generated document.
• Add Content in a Rich Text Field in Salesforce Document Generation
  After you create a custom rich text field in an object, add and format the content. You can undo, redo, bold, italicize, underline, strike-out, add a hyperlink, modify alignment, add a numbered or non-numbered list, indent, and outdent.
• Map Rich Text Tokens in Omnistudio Data Mapper for Salesforce Document Generation
  Use rich text tokens in Microsoft Word document templates, to insert rich text content in the generated DOCXand PDF files. The rich text token format is {{RTB_<richtexttokenname>}}, for example, {{RTB_Header}}.