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Invoice

Quote

Print Labels

Subqueries

Query

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Template

Current User and TimeZone

Query

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SOQL Query: SELECT Name, TimeZoneSidKey FROM User WHERE Id = :currentUserId

Template

Static Data for Labels

Dynamic Lists

Allow users to select specific records e.g. in a flow dialog and display each record in one document.

  1. Pass a query parameter dynamically: queryParam=selectedRecordIdList:<id1>|<id2>|<id3> …

Caution: the query parameter name needs to end with …List to indicate that the values will be treated as list

  1. Use the queryParam in the where clause: … WHERE Id IN :selecteRecordIdList

Custom Fonts

How to use custom fonts in the generated PDF

"...Under the section "Preserve fidelity when sharing this document", check "Embed fonts in file" and uncheck "Do not embed common system fonts"..."

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Public Images

Sometimes you want to display images which have been uploaded to Salesforce in an IdealDoc document. To display an image in an IdealDoc it needs to be publicly accessible.

To achieve that without creating public links for all images a workaround is to create a public site and a related public object with at least one record. Then automatically (in apex code) relate each new image through a new contentdocumentlink with the public record and add a corrsponding sharing entry (see example).

Then the image is available through a public link like this:

https://<your site url>/sfsites/c/sfc/servlet.shepherd/version/renditionDownload?rendition=THUMB720BY480&versionId=<your content version id>