Simple Document Creation
This process assumes that you have already added the button and template lookup field to the Salesforce object you plan to use for this demonstration. If that is not the case, please visit the Junodoc Installation Instructions to complete these steps.
Header and Footer Creation
Fields Used in the above example:
{!OrderNumber}
{!CreatedDate}
Adding Upper Body Information to Template
Fields Used in the above example
{!BillingStreet} {!BillingCity} {!BillingState} {!BillingPostalCode}
{!ShippingStreet} {!ShippingCity} {!ShippingState} {!ShippingPostalCode}
{!PoNumber} {!PoDate} {!Description}
Account and Contact Name References
For your reference here are the fields BEFORE we corrected the ID portion for lookup.
{!AccountID}
{!BillToContactID}
{!ShipToContactID}
Now, we show the correct usage for Junodoc Builder
{!Account.Name}
{!BillToContact.Name}
{!ShipToContact.Name}
Adding Related List Product Table to Document
The custom field created in the above tutorial is : Product2.Name