Meet the DOCX files Template Builder add-in.
From now on you can create document templates using the Template Builder add-in in Microsoft Word. Modify and enrich your DOCX files with data from Salesforce with a simple point-and-click routine.
Now it's all up to you - whether you like to work in the Google Docs environment, or is Microsoft Word your option. We made it possible for you to choose.
After upgrading the Maven Documents application following steps should be made:
Maven Documents Template Builder is an add-in that you can run now on a DOCX file in the Microsoft Word environment. From now on a user will be available not only to create and edit the DOCX file using Template Builder but to easily upload it to the Document Template with one click.
- Document Request would fail if the added automation fails
Previously, when some added on the Document Request object (e.g. Flow) automation fails Document Request gets stuck in Processing status.
But now, Document Request is moved to Error status, all changes are rolled back and Document Request contains the error message
- The error message does not appear when a user does not have permission on the field when the query is executed
Before that fix, a user could include a field with no permission to the query and execute that query. The document generation would fail without telling you what field is causing the issue.
Now, if a user does the same, the query won't be executed and an error message would appear.
- A variable couldn't be changed in a query built in Query Builder
In the previous version of the app, a user couldn't change a variable in the 'Filter' attribute of Query Builder. An error message popped up.
After the fix, a variable could be changed without any difficulties.
- Sub-queries couldn't be deleted from Query Builder
Before that fix, a user could not delete a sub-query from Query Builder in some instances. It actually was possible but changes won't be saved.
With the fix, a user could delete a sub-query and save the result in Query Builder.