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Office Add-in to Online Template Migration Guide

Moving from Office (Word/Excel/PowerPoint) to Online means to recreate all the Office templates using the Online Editor.  This article will give you a brief guidance on the work you need to do as a Salesforce admin to make sure that the online templates run smoothly for your end users.

To get started with Dynamo Online, please follow the instructions in this article to download the managed package from the AppExchange: https://documill.zendesk.com/hc/en-us/categories/115000107485-Get-Started

If you would want to start creating online templates right away before configuring Salesforce (as instructed in 'Get Started' link above), a shortcut is to use a straight link to Dynamo Online Editor: 

https://dynamo-eu1.documill.com/app/dae/ 

You can log in using your Salesforce sandbox or development org's credentials (recommended for development purpose instead of production).

1. Move document content from Word to Online (HTML)

Inspect your template carefully in the beginning so that you know what you should recreate in the Dynamo Online version.

Main content

You can copy and paste existing content from Word or other document to Body Content part. Due to the differences in traditional document format and online document (HTML format), styling from existing content will be removed. You have to re-styles your template in next step 3. Personalize the template

Header & Footer

You shouldn't copy the header and footer from Word to Body Content. Header & footer in Dynamo template is handled in the Margin Content. When you create a new template, 2 margin contents named as Header and Footer are added and attached to the Body Content as default. Copy and paste content for your Header or Footer to the appropriate part. Learn more Edit Margins, Headers and Footers

Notes:

  • The content will be pasted to the template, without any format or styling.
  • If there is table in the content. The table needs to be re-created.

2. Adding main record and other data sources

When creating a blank template, Dynamo will prompt you to choose a main object.

Additional data sources, such as queries and related lists, could be added from the Data tab on the right pane.

Please read more about how to work queries in Dynamo Online at: https://documill.zendesk.com/hc/en-us/articles/115002726911-Adding-a-new-query-using-Query-Editor

https://documill.zendesk.com/hc/en-us/articles/115002726931-Apply-query-to-template

How to work with related lists: https://documill.zendesk.com/hc/en-us/articles/115003258945-Add-Related-List-to-template

3. Mapping Salesforce fields

Dynamo Online version offers similar drag-and-drop function as Office add-in to map dynamic Salesforce fields. Please see section How to map Salesforce fields to template for more instructions for this step.

Tip:

In Word templates, when a field is empty on Salesforce, the placeholder text for the field doesn't appear in the generated document. In the Online version, for the placeholder text to disappear when there's no Salesforce value for the field, an 'If' condition not empty fieldName needs to be added to the Dynamic Attributes section of the element (screenshot below).

4. Allowing end users to edit document content

One of the biggest differences between online version (using HTML content templates) and Word add-in version is the form of the output document (PDF vs. Word file). With Word outcome documents, end users can freely edit the parts that are not pre-locked. With the online version, the whole document is “locked” and you can make certain parts of the document editable for end users.

This can be achieved using editable spans or groups in the document template. Follow this article to allow end users to edit document content.

5. Loop and tag control

To see what loop and tag controllers your Word template has, click on the Logic button on the Dynamo toolbar > Show all.

Loops and tag logic in Word add-in templates can be recreated in online template using element logic, following these steps:

  • On the element breadcrumb, click on the element that you want to add the logic to. In the example below, the element Row has logic behind it and is highlighted in bold blue.
  • On the right pane > Tag tab > Logic: in the element logic view, you can search for the command needed from the left side search bar, drag the command to the work-space in the middle and configure the command on the right pane.

6. Embedded content

If you have embedded other Word documents inside your Word template (either via using importContent() command or drag and drop from the Content Search section of the Task pane), this can be recreated in the online version via the following ways:

  • You can create a new Body content part and recreate the content to be imported there.

Additional body content parts can be embedded (mapped) into the main Body Content by navigating to the Data tab on the right pane > Documents > choose the Body part to embed. The mapping procedure is similar to mapping Salesforce fields to any element.

Please be noted that embedding different body content parts to the main Body Content can only be done during template design phase and not during end users’ editing phase.

7. Template's main logic

Depending on how old your Word template is, your template can use legacy logic or flow logic. Although these 2 logic configurations look very different, the general practice to migrate logic remains the same: you need to check all the functionalities of your Word template and recreate them on the Online editor. Many of these functionalities are already available out-of-the-box on the Online version. 

7.1 Legacy vs. Flow logic

To see the logic of your template, click on the Logic button on the Dynamo toolbar. You can also click on the small triangle icon next to the Logic button > click on 'Show All' to see all the logic parts.

Legacy templates can be identified by the 'Document Controllers' part as below:

Flow templates, on the other hand, have Compose Flow and Custom Button Flow parts instead.

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