Skip to main content
Skip table of contents

Ading Content Elements

Adding a content element in template design refers to incorporating a specific piece of content, such as text, images, tables to present the data and the content in correct format and fit with business needs.

Adding text

There are two types of text content:

  • Static text (1): contains no data binding and stays consistent in every generated document. The text can be entered freely to the document editor. Each line of text is a paragraph.

  • Dynamic text (2): where the content is mapped with data and the content may vary in each generated document. Usually, it is wrapped in a <span> element which gets highlighted when hovering over it and has square brackets [] outside of the text (placeholder). The dynamic content can be mapped from the Data Source tab.

text content.png

Adding image placeholder

Image placeholders are added with the image icon on the editing tool bar.

addig image icon.png

After clicking on the image icon, a placeholder will be added to where the cursor is. A new element <image> is created with special attributes like Source and Width to customize the image. Images under 20KB can also be uploaded from the Upload Image button.

image placeholder.png

Depending on where the image is stored, either in Salesforce or on another publicly accessible hosting site, there are different ways to map the image.

Adding tables

Tables can be added using the Add table icon on the editing tool bar.

add table highlighted.png
  1. Select the place where the table should be added on the document

  2. Click on the table icon to add table

  3. Give the number of Rows and Columns, Width or Height

  4. Click OK and a table will be added (image below)

table properties.png
table sample.png

The table element <table> contains the table header <th>, table body <tb>, row <tr>, column <col> and cell <td> elements. Both dynamic or static text content can be added in cells.

More information on creating dynamic tables that display related lists. [link to be added later]

After mapping all the needed contents, the author can move on with styling those elements to fit with company’s branding and configuring the template flow to allow users to go through a certain document generation process. Based on business needs, there are multiple ways to customize the document workflow. The easiest way is to use Settings. For specific customized needs, there is also an advanced way to configure the flow, by using commands, steps and screens. Find out what are the next steps:

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.