Lightning Components

The Dynamo package includes three lightning components to be used in record pages. Through these components, end users can start or continue document workflows based on custom templates:

Dynamo launcher button

Use this component to add document generation capability to selected objects. This component adds a button to the selected object, which users can click to initiate document generation.

Dynamo document list

Use this component when the template has multi-user workflow features like approval or e-signing. Custom templates based on the master template “Blank with e-sign” should use this component. This component adds a list of Dynamo Documents related to the current record, as well as a button to create new documents.

Dynamo Automatic Launcher

This component will automatically redirect the page’s viewer to composing a template in Dynamo. Note that this makes it impossible to view the record page normally!

Adding lightning components to the record page

A Dynamo Component can be added to the record page through Object Manager (setup) or page editor (record page).

From Setup, go to Object Manager, enter the Main Object that the Dynamo button needs to enable
Go to Lightning Record Pages
Choose a Record Page to enable the button
Drag and drop from the left side panel the “Dynamo Launcher Button” or “Dynamo Documents List“ to anywhere in the middle to display the button
Click on the Dynamo box and configure on the right-side panel

Dynamo Launcher Button Attributes

Closer view of the Dynamo Button Launcher component attributes.

Attribute name	Description
Component Title	Defines the title at the top of the component This property supports using an expression to define its custom label. The correct format is: {!$Label.customLabelName}
Button Label	Defines the label of the Dynamo buton. This property supports using an expression to define its custom label. The correct format is: {!$Label.customLabelName}
Auto-selected template	The template set here is automatically chosen to be composed, skipping the template list.
Template List Columns	The template list will deisplay the values of the specified fields for each template ContentVersion record. The value is of format 'fieldAPIName,fieldAPIName2,…'. This property supports using an expression to define its custom label. The correct format is: {!$Label.customLabelName}
Template Library	The template list will only display files within this Content Library
Static template filters	If the template list is too long, it can have a filter option by using fields of file records, for example: language, Dynamo main object, or any custom fields. Format is as such: 'fieldAPIName:value;fieldAPIName2:value;…' This property supports using an expression to define its custom label. The correct format is: {!$Label.customLabelName}
Flow starting event ID	The selected template’s Flow will run this Event ID. Defaults to 'new' if underfined. This property supports using an expression to define its custom label. The correct format is: {!$Label.customLabelNumber}
Dynamo Server Instances	Select which dynamo server is used. Will affect available features.
Set Component Visibility	This section is for the admins to filter out how a button should display on the record page based on the nature of the record (record’s fields)

Dynamo Documents List Attributes

Closer view of the Dynamo Document List component attributes.

Attribute name	Description
Template	The template set here is composed either when creating a new document or opening an existing one.
Component Title	Defines the title at the top of the component This property supports using an expression to define its custom label. The correct format is: {!$Label.customLabelName}
New Button Label	Defines the label of the button for creating new documents. This property supports using an expression to define its custom label. The correct format is: {!$Label.customLabelName}
Maximum Number of Documents	Defines maximum number of documents. If this number is reached, new documents may not be created.
Open Dynamo in New Tab	Decide whether the document generation starts in the current or a new browser tab.
Dynamo Server Instance	Select which dynamo server is used. Will affect available features.
Set Component Visibility	This section is for the admins to filter out how a button should display on the record page based on the nature of the record (record’s fields)

Dynamo Automatic Launcher Attributes

Closer view of the Dynamo Automatic Launcher component attributes.

Atrribute name	Description
Template Id Field	API name of the field of the viewed page’s record whose value contains the ID of the ContentDocument record of the template to be composed This property supports using an expression to define its custom label. The correct format is: {!$Label.customLabelName}
End URL	The user is redirected to this URL after the composing is finished. If the URL doesn’t start with ‘http', it is interpreted as a relative URl within this organization’s home page. This property supports using an expression to define its custom label. The correct format is: {!$Label.customLabelName}
Flow Starting Event ID	The selected template’s Flow will run this Event ID. Defaults to 'new' if underfined. This property supports using an expression to define its custom label. The correct format is: {!$Label.customLabelName}
Set Component Visibility	This section is for the admins to filter out how a button should display on the record page based on the nature of the record (record’s fields)