Use the Field Tagger to select tagsA prefilled word block that DocGen selects for fields in your DocGen Package. The tag is a placeholder for the value being retrieved from Salesforce and it gets replaced with the relevant information when the document is generated. that you can insert into your templatesA document (typically Word, PowerPoint, Excel, or PDF) where data from Salesforce is inputted to be transcribed when the document generation process is initiated. and DocGen Package fields. The Field Tagger will use tags in DocGen Package fields and replaces it with a dynamic value. While the document is generated, the Field Tagger replaces the tags with information from Salesforce.
The Field Tagger is the location where you can add, view, and maintain tags for your DocGen Packages. The Field Tagger allows you to choose the object you want to work with and easily insert the field tags into your templates for your DocGen Package.
Access the Field Tagger from a DocGen Package
- Open the DocGen Package you want to work with in DocGen Packages.
- Select the Field Tagger button in the top right corner.
Access and configure the Field Tagger
Use any tag in a DocGen Package field to get a dynamic valueA value from a standard picklist that comes with your Salesforce org. when the document is generated.
For example, say you want to have the account name in the field where you specify the name of the output document. Insert the field tag <<Account_name>> in that field and the system will use the account name for the output document.
Use the Field Tagger to create tags that can specify the time, date, or time and date that a user generates a DocGen Package. Select the Date object in the Field Tagger and specify the format of the date.
In the DocGen Package:
- Click Field Tagger.
- In the Main Objects drop-down, select Dates.
- In the Fields drop-down, select one of the following:
- In the Document Type drop-down, select either:
- In the Format drop-down, select the format of date you want for the Fields selection Now, Today, or Yesterday. An example of the date format will display in the drop-down.
Lookup relationships in your DocGen Package allow you to have access to all the data that exists in the lookup object. Lookup relationships must be added to DocGen Packages and Lookup Object Fields are only available for lookups.
The first step is to create a Salesforce Object lookup relationship. For step-by-step instruction on creating a Salesforce Object lookup relationship, see Relationships from Objects.
Add tags to your template for a lookup
In the Field Tagger, any fields with a (>) greater than sign signifies an Id field related to a lookup object. The starting object should be selected as the Main Object for your DocGen Package.
For example, to create a lookup to Accounts from a DocGen Package based on the Opportunity object, you would choose Opportunity as the Main Object and Account ID (Id) > as the Field. This is setup this way because the information from the lookup has to come from the starting object.
- In the DocGen Packages tab, select the Field Tagger button in your DocGen Package.
- Select the starting object as your Main Object.
Note: You can't use Lookup Data to retrieve sample data with a Lookup relationship (Id) > selected in Field.
- In the Field box, select an Id for the lookup field that has a greater than sign (>) next to it. The greater than sign (>) indicates that it's an Id field for a Salesforce Object lookup relationship included in that DocGen Package. The Lookup Object Field shows all the Field Tags available from the lookup object.
- The tag format will be LookupObject_FieldName
- Copy the field tag from the Lookup Object Field.
- Place the tag into the field where you want it to populate.
|Main Object||Information, such as mailing addresses and phone numbers are pulled from the Main Object to display fields in tag format. If you do not see an object in this menu, then you must establish a Basic Relationship between the object and the starting object for your DocGen Package.||Account|
|Document Type||The Document Type determines the structure of how your Field Tags will appear in your DocGen Package. Selecting Word/PowerPoint returns field tags with angle brackets (<< >>), while selecting a value of Excel/PDF returns Field Tags without angle brackets. The default is Word/PowerPoint, so if you want an Excel/PDF output, select it from the drop-down.||<<Account_Id>> or Account_Id|
|Field||The Salesforce object field box which the field tagger will display tags for. The field selected here will dictate which tag is returned to you in the Field Tags field.||View All or Account ID|
|Lookup Account||Optional. Use the Lookup Account to select a record for the object selected in Main Object. If the record has a value for a particular tag, the value displayed will be shown in Value.||The name of the record will appear.|
|Label||A field available from the object selected in Main Object.||Account ID|
The tag to use to include data from the field specified in Label. Copy and paste or drag and drop these tags into your template.
<<Account_Id>> or Account_Id
The value for the field on the record selected in Lookup Account.
For Account ID, an Account ID Value appears.