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Junodoc Users Manual

Getting Started

Use the Application launcher in the upper left corner to switch to the Junodoc application.

Choosing the Junodoc Builder

Once you click on “Junodoc Builder” from the top menu, type in the name of the object you wish to create a template for. In this case, we will use “Opportunity”.

Select the Type of Template

For this example, we will choose “Create PDF Template”, the click the Button to “Go To Template Builder”.

Choose the Desired Page Size

Most common page size is A4, which is a standard 8.5″ x 11″ sheet of paper.

Adding Text Field

Drag a “Single line text box” onto the layout.

Copy Field to Clipboard

From the “Opportunity Fields” elements section, locate the “Name” API and click on the two document symbol to copy to clipboard.

Paste API Into Text Area

Double click on the text object we previously added to the layout. Paste in the API we copied to the clipboard.

Save The Template

In the upper right corner, click “Save Doc Template”.

Name The Template

Give the template a name and hit Save.

Click the Junodoc Button on the Opportunity

Create a sample opportunity if you do not already have one. Make sure you name the opportunity as well. Click on the Junodoc button. If you do not have a Junodoc button, see the installation instructions to see how to add the button.

Choose the Template

Select the template we create in the previous steps. You will see the document render. Notice how we use the Name API and the document is showing us the name of this Opportunity.

Elements

Parent Fields

The Parent Fields are those lookup fields being used on the layout. In this case, we are viewing the Opportunity. The Opportunity has lookup fields such as the Account contained within the layout. Use the Parent Fields to add these lookup fields and more to the layout.

Add a Single line text box to the layout

Click on the “Parent Fields” Element shown above to open the Parent Fields Popup shown below.

Click on the Account ID > Account Name > Copy Text to copy the Account Name to the clipboard. Click Okay to close the lookup window.

Paste the Account Name API into the text field we added to the layout in the previous step. Click save on the document and go checkout the template using the opportunity.

If you’re following along, your template should look something like the above at this point.

Object Fields

The second section of the Elements is the Object Fields. Notice that the word “Object” is actually being replaced by the Object we are working with. In the case, these are called the Opportunity Fields.

We used the Object Fields in the Getting Started section above to grab the Name API and pasted it into the text field. This time, we’ll create another text field and copy the “Stage” API to the clipboard to paste into the layout.

In the image above, we grabbed a Single Line Text Box and dragged it onto the layout.

Next, we copied the “Stage” API name to the clipboard and pasted it into the newly created text box from the previous step.

The Related Objects fields is the third section down on the elements tab. These are the “Related Lists” that you normally find on the Object Page Layout. We have to separate this section on it’s own, so we can properly format the lists as table data.

In the above screenshot, we dragged the “OpportunityLineItem” Related Object onto the layout. Once the Related Object is on the layout, we simply click on it and the popup below will display.

We’ve selected a few columns for the Related Object we chose. They will appear on the right side. Click Save.

Use the table lines to pull the table to the size that fits your needs. Once completed, hit save on the template and go preview it on the Opportunity.

So far, so good. We’re pulling in relevant fields from the Object, Parent Objects and now Related Lists.

Images

Adding images to Junodoc is easy. This section will walk you through the use of images.

To add an image, click on “Choose File” under the Images section of the Elements panel.

After you select the image file, you will need to complete the upload by clicking on the blue upload button as shown above.

You can see above, that the image has been uploaded. Yes, the image sort of blends in, since it’s the same color as the elements panel.

In this step, we clicked on the “Header” section of the document layout, then dragged the logo into place and made a quick re-size so it would fit correctly. Save the template.

If we switch to the Opportunity object and view the template, it should look like the screenshot above.

Global Variables

Global Variables are User and Organization specific APIs that are globally available on any object in your Salesforce org.

The above screenshot shows the list of available Global Variables. You can scroll further down the list as well.

In the screenshot above, first we grabbed a Single Line Text Field and added to the Header. Next, we copied the Today API to the clipboard and pasted into the text field. The result will be today’s date being visible in the header.

Calculated Fields

Calculated Fields are created from Related Objects already added to the layout.

Once you create Calculated Fields from the Related Object tool, they will appear in this area as shown above.

Click on the Pencil at the top left corner of the Related Object table already on the page layout. If you do not have a Related Object on the layout, you will need to add one, so you may create Calculated Fields. You can always remove the Related Object later.

Once you click on the pencil, a popup will open. Click on the Calculation tab.

We’re creating a calculated field based on the sum of two fields from the related list. We typed in the SUM and brackets, while pasting in the API fields we grabbed from the left. We can now save this using the Save button.

You can see the newly created Calculated Field is available. So we add a Single Line Text Field, then copy the Calculated Field onto our layout. You can also create your own formulas and use them in Text Boxes. Here is the syntax for the calculated field above: [{SUM(quantity4)*SUM(unitprice4)}]

Switch to the Opportunity and see how the calculated field works. This was a silly example because nobody would want to first summarize all of the quantities and all of the totals so they could then multiply the two, though you get the point here.

Text

We’ve been using the Single Line Text Box repeatedly throughout the above examples. Now we will focus on some of the specific elements to make these Text features really pop.

In the above example, we’ve added both a Single Line Text Box (red) and a Multiple Line Text Box (green). In addition, we added some APIs from the object (gold).

If we view the rendered version of the template, we can see how seamlessly the APIs blend into the text (gold).

Click on the Text Box on the layout to access the Element Settings. Click on the background color and a color picker window will popup. You have the option of picking colors from the frame, or entering a specific value for either RGB, HSL, or HEX (as shown).

Table

The Table Element allows us to create table formatted data, similar to a spreadsheet.

The Table may be placed anywhere space is available on the layout.

As you can see above, the Table Element Properties allow us to change the number of rows and columns, plus we can edit the text and background colors. Lastly, we gave each column heading a name and added the API for each of those columns in the second row.

This preview above, shows just how easy it is to make any type of document based on fields that are in Salesforce.

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.

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}

The custom field created in the above tutorial is : Product2.Name

Using Global Variable Fields in the Document

Updated on March 3, 2021

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