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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...

Create span and editable span

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...

Work with tables

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 ...

Format font in the document

This article includes instruction to: Format font of the normal text Format font of the hea...

Format Salesforce data

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...

Format date and time

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

How to add element condition

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...

Dynamo Clause

Dynamo Clause

Introduction Dynamo Clause is a reusable rich text block stored and managed in Sa...

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

Using Document Translation

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

Add Related List to template

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...

Add Query to Tag Logic

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...

Arrange the Composition Order

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...

Customize Email Options

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

Debug View

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

What is the Flow Model?

The core of any template is its logic - a series of operations, from data retrieval to PDF...

How is Flow structured?

A Flow is a multi-layer structure within which the logic lies. Dynamo's editor interfaces ...

Routes through The Flow

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 ...

Different Flow types

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...