Create or change an API template

You can create and test a Dynamo Task API–compatible application template (DAP) using the Dynamo Template Builder.

If the Task API is not yet enabled for your organization, email support@documill.com to request a trial license.

Create an API Template

1. Open the Dynamo Template Builder, and select the Blank template from the New Template tab.

   

2. Select the templates main object. This will be the starting point of the generated document.

   

3. Add content and logic to the template. Check this guide for more information.

4. Using the Test button, verify that the output is correct.

   

5. In the template settings, set the start view to “No screen (API emulation).

   

6. If not yet enabled, enable the API button in the Template Builder settings.

   

7. Ensure that Autosave on exit is enabled in the Settings. This ensures the generated document is Saved back to Salesforce.

   

8. Test with the API button to verify that the template works correctly in an API context.

   

9. In the API tab, click the Send button.

   

10. The response indicates whether the template executed successfully. Any errors are also logged here.

    

11. Click on the “Save” button to save the template to Salesforce.

The API template can now be triggered with an automation such as a Salesforce flow. Check the Salesforce setup to continue the process.