Installing Junodoc

Install Jundoc from the Salesforce Appexchange.

Junodoc is licensed per user, per month. The first 14 days are a free trial. After the free trial, the application is billed monthly. You may cancel anytime and you will not be billed for the upcoming month.

Creating Buttons for Layouts

For any object that you wish to generate reports or documents for, you’ll need to add a button to the object layout, as well as a field to identify the selected template you wish to use. Here are the steps.

From the object (in this case we are using the Contract object).

Use the wheel to select Edit Object.

Select Buttons, Links and Actions.Click on New Action.

Follow these Steps

  • New Action
  • Action Type: Lightning Component
  • Lightning Component: JunoDOC:LGT_Dynamic_GeneratePDFCMP
  • Height: 900px
  • Label: Junodoc PDF

Click Save.

Next, To setup the Page Layout, repeat the same method to edit the object. Follow these steps

Click on “Page layout”.

Click on “Contract Layout” in Page Layout Name.

Select Mobile & Lightning Actions. Drag Junodoc PDF Button into the Mobile and Lightning Experience Actions. Click Save.

Adding Junodoc Template Field

Next, to setup the Template Field, repeat the same process to edit the object. Follow these steps.

  • Click on Fields and Relationships
  • Select “New”

Choose “Lookup Relationship”.Click on Next.

Related To: Doc Template Item.

  • Field Label “Junodoc Template”
  • Field Name ” Doc_template”
  • Click on Next and Save.

The following video walks the user through this process.

Building a Template

To setup a Template builder On Home page of Junodoc follow these Steps

  • Click on “JunoDoc  Builder”
  • Search Object in  “Select Primary Object”(Here we work on Quotes Object)
  • Select “Create Pdf Template”
  • Click on “Go to Template Builder”
  • This will go to the Builder screen
  • Use the Template Builder to Insert Fields, Tables, Images, etc.
  • Click on “Save”
  • Go back to the Quotes object and select record.

Click on “Junodoc pdf”.

Saved Pdf will be displayed.

.

Now You are ready with pdf Template.

Updated on May 2, 2022

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