¶ FAQ. Generating Documents
¶ When I try to generate a new document, the spinner keeps going even after two minutes. Why does it happen?
- There is a limit to the API call duration we make to generate your document, which is 2 minutes. If we do not receive the information from the API for this long, it means the template you have built is highly complex and needs optimization.
¶ How can I preview a document before it is generated? I do not see the Preview button
- Allow Preview checkbox shall be set on your Button Configuration. More information can be found in our documentation.
¶ I got this error message: "exceptionType"."mmdoc.MavenDocsException","isUserDefinedException": true,"message": "invalid _grant", "stackTrace”: ”(mmdoc)”. Can you help me understand what it means and how can I fix that?
- This error signalizes that you need to revoke and grant access to your Google account one more time. Maybe there were some changes made to your Google account. So you can grant access to it in the Maven Documents settings tab. And this instruction(link here) may help you.
¶ The generation process ends in the following error: Error[{"exceptionType":"System.LimitException", "isUserDefinedException":false,"message":" Apex heap size too large: 7058814","stackTrace":"External entry point\n(mmdoc)"}]. There's something said about the limits but I didn't reach any Salesforce limit. Can you explain why is this happening and which limits are reached?
- This error is telling you that data in the query you've built is not filtered so the generated document is trying to show you all the data that you have in your org connected to the query.
To avoid this issue, you just need to add a filter to the query in the Query Builder tab. So set the needed conditions in the Filter section of Query Builder and save it.
If the generation process ends in the following error: Error[{"exceptionType":"System.LimitException","isUserDefinedException":false,"message":"mmdoc:Too many query rows: 50001","stackTrace":"(mmdoc)"}], the described solution fixes it as well.
¶ Can I use the image uploaded to Salesforce as a source for Image element?
- Yes, you can. Once you've uploaded the image to Salesforce, you can fetch its data by adding the corresponding object and field to the Query.
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Go to the Query Builder tab and and click Add Query
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For Object select ContentDocumentLink
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For Field start writing down Content and click on ContentDocument ContentDocument ID>
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In the appeared Select Field field start writing down Latest and select LatestPublishedVersion LatestPublishedVersion ID>
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In the appeared Select Field field write down Version and select the VersionData field
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Save the Query
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Go to the document in which you want to insert the Image element and run Template Builder
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Select the Image element and in the Source field select the added field from the Query
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After you insert the element and generate the template, the uploaded image will be shown in the generated file
¶ After the XLSX template is generated, merge fields that are used in Excel formulas are not processed in the generated file. Is it even possible to use merge fields in those formulas?
- It is possible to use merge fields in Excel formulas. The reason why these fields are not processed is because the generated file is open without having Edit mode enabled. Make sure that you allow editing after you open the file.
¶ I have a Watermark added to the Microsoft Word document. Can I generate that document with the Watermark in it?
- Yes, having either an image or text Watermark in your document won't break the generation process. The generated file will have the corresponding watermark.
These statements are true for both Google Docs and Microsoft Word templates.
¶ I used some special characters in the Folder Path field on a DOCX Document Template, but got an error while generating. Is it okay, cause I tried the same in Google Document Template and it works fine?
- Yes, it works as expected. There are some differences between processing the content in the Folder Path field on Google and DOCX Document Templates:
- If you use such special characters as # (Number) or * (Asterisk) in the Folder Path field, it leads to an error for DOCX Document Templates, but works fine for Google.
- If you use a DateTime merge field in the path, it leads to an error for DOCX Document Templates, but is resolved fine for Google.
- If you have two forward slashes // in a row in the Folder Path field, it does nothing on OneDrive, but creates a folder called "New Folder" on Google Drive.
¶ Is it possible to show or hide a Watermark depending on some conditions?
- The answer is yes. Here is how you can do it:
- Duplicate the original file uploaded to the Document Template.
- Clear the content of the duplicated file. If needed, leave the header and footer.
- Instead of the deleted content, add the following Include element:
<mdoc:include name="The Name of the element" sourceType="documentTemplate" source="The name of the original Document Template"/>. - Double-check that you put the correct name of the original Document Template.
- Add the needed Watermark to the newly created file.
- Create a new Document Template and name it "Document with Watermark" or anything meaningful to your taste.
- Adjust your process to use the initial Document Template or new Document Template with the Watermark, depending on the requirements.
It allows you to maintain the content of the Initial Document Template just in your original file. The new template adds the Watermark and includes the whole content from the original template. This means you make changes to the template in one place only.
¶ What if I have the After Merge preview of the Microsoft Word file, that has some parts protected from editing? Can I edit such a file in the preview?
We've already mentioned in our Documentation that because of the Microsoft limitations, the Restrict Editing feature is only available in the desktop version.
With that in mind, there are two requirements to meet, that allow you to edit the "restricted" file in Preview:
- It is crucial to have desktop Microsoft Word installed.
- Turn on the Autosave feature in the desktop version of Microsoft Word.
Once you click edit on the file in Preview, you'll be prompted to open it in the desktop version of Microsoft Word.
After you agree, the file from Preview is open and the Autosave toggle is switched.
That means, all the changes you make in the file are saved in its copy OneDrive and you will find them in the generated document.
¶ Can I generate the document in the locale different from the system one?
Yes, you can. Depending on how you are generating the document, you can:
- use the Locale field on a Document Template.
- use the Locale field on a Document Request record.
- use the Locale field in Flow.
All you need to do, is to put the needed locale value into the field and generate the document. In the screenshot below, we displayed how it could looks like on a Document Template. In our case, the Danish locale is used.
Here is the list of locales that you can currently use:
- Danish - da_DK
- German - de_DE
- English (Great Britain) - en_GB
- English (United States) - en_US
- Croatian - hr_HR
- Italian - it_IT