Dynamo Online Guide
The Basis of Online Templates
Introduction to Documill Dynamo
Dynamo Online is the browser based solution for document automation. With Dynamo Online, y...
The structure of a Document Template
Document template defines how the outcome document will look and what data will be display...
How to map Salesforce fields to template
The easiest way to enable document automation is mapping Salesforce fields into your docum...
This editable span is a new function, published on release 2018/01. For those templates cr...
Create group and editable group
The name says it all. A Group is a way to connect all independent elements (like headings, pa...
Insert a table To add a table in th...
Formatting and Styling
Format texts coming from Salesforce
The content coming from Salesforce will have the same format with it's placeholder in the ...
This article includes instruction to: Format font of the normal text Format font of the hea...
The value coming from Salesforce will come with the Data Type. Default Data Formatter will fo...
Format number, currency or percentage
By default, data format will follow the end-user's default locale or from their personal s...
By default, data format will follow the end-user's default locale or from their personal s...
Format checkbox value (Boolean Formatter)
By default, data format will follow the end-user's default locale or from their personal s...
Working with Conditions
Every template element can have a condition. Condition is defined with if attribute. When if ...
How to display text paragraph based on a picklist in Salesforce
You have a picklist field in Salesforce with different values like A, B, C. The content in...
How to hide a table row based on data from main object
Click to the row in the table you want to add condition In the breadcrumbs, select Row to ...
How to hide or filter a table row based on related list data
This article instruct you how to hide a table row by filtering the related list or add con...
Working with Images
How to insert images to the document
There are 2 ways to insert images to the document. In this article, we will show how to: Ins...
How to add dynamic images from Salesforce
This article includes content: What is dynamic image? Add images those are linked with re...
Tutorial: How to Add Dynamic Signatures
Use case: You want to add a signature image to your document. The signature is, for example, ...
Document Translations
Dynamo Template can use two types of translation resources: document translation and Salesfor...
Working with Hyperlinks in Translation Matrix
If a company has different language website versions, to link the correct website URL to fit ...
Multi-Select Picklist Translation
Multi-select picklist field in Salesforce cannot be translated solely with Dynamo Translation...
Working with Related List and SOQL Query
The Salesforce Related List (or Line Items) of an object is visible in the Data Source. This ...
How to create a paragraph for each Related List item
The Related List is mapped in one paragraph in the template, all the Salesforce fields fro...
How to create a numbered or bulleted list of Related items
You can map Related List to a basic numbered or bulleted list like the example below: ...
How to create a table of Related items
This article will show you how to create different related list tables, using data from Op...
How to combine multiple elements for one Related List
This article will show you how to group multiple elements and present the content in a Rel...
If you want to query data that match conditions or values from a Related List, you need to...
Working with Calculations and Functions
Display content with result from a calculation
With Documill Dynamo, you can perform a calculation, using simple expression language to r...
Function to calculate date and time
Documill Dynamo allows you to create a new date and time value using the date time calculation ...
Working with Settings
Add PDF attachments to the document
You can attach PDF files to the template. Those files will be merged with the document, to...
The Composition Order tab is used to compose more than one Body Content parts in the templ...
Allow end-users to edit the content
Update from the release 2018/01: For those templates created after the 2018/01 release, b...
Save the final document to Salesforce
Edit the Save Options to define how the outcome document will be saved in Salesforce. In t...
When Email Feature is enabled, end-users to send the final document as email attachment in...
Using Salesforce Translation Workbench
A template can produce documents in various language versions. You can create an universal...
Flow Debug UI
Should you run into problems while creating a template's logic, the Debug view may come helpf...
Advanced Features
Generate documents using compose API
Documill Dynamo offers an HTTP compose API that allows document generation to be automated. T...
How to update Salesforce record
You can update Salesforce fields after certain stage of the document generation process. For ...
How to keep text from previous version
Update from 2018/01 release: This instruction is for templates created before the 2018/01 rel...
How to create a task or an event in Salesforce
In certain step of the document generation process, you can log activities by creating a task...
How to trigger automation with Salesforce Outbound Messages API
Outbound Messages API has been deprecated. Please use instead Compose API in combination wit...
Tutorial: Add a PDF file to the template as cover page
The instructions below are for adding a PDF file as a cover page. However the steps generally...
Understanding the Flow Model
The core of any template is its logic - a series of operations, from data retrieval to PDF...
A Flow is a multi-layer structure within which the logic lies. Dynamo's editor interfaces ...
From Step to Step, from Segment to Segment - that is the Flow's progress in a nutshell, bu...
How does Forms in the Flow model work?
Forms are the Flow components that cause something else besides progress messages to appea...
Messaging to End-users in Flow
When running a Flow-based Dynamo template or application, the user might be interested in ...
A Dynamo template may contain more than just one Flow. Every has has the Main Flow that is...
Working with User Input Screens
How to Navigate inside Screen Edit View
Screen or Form is a feature of Documill Dynamo that helps to communicate with users to unders...
Basic Screen with Input Fields, Picklist, Date Picker, Link and Buttons
The basic screen sure has been seen a lot on websites, for example, contact form, to get pers...
Designing Screens - Working with Radio Buttons
Insert radio buttons to a screen After creating a new screen (also called form), a...
Designing Screens - Working with Checkboxes
While radio buttons only allow you to choose one option, checkboxes permit multiple selection...