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Template Editor Home View

The Home View is accessible by switching to Advanced View and clicking on “Home” in the left hand upper corner. It is home to all the settings and configurations that operate in the background of the template:

The document sections displayed in the Home tab will vary depending on the type of template being used. For example, engage templates will typically have a slightly different selection of pre-made sections.

1. Buttons

  • Settings: Configure the general flow of the template, such as enable editing, or sending email workflow. More details on Settings

  • Test: Test the template with a selected Salesforce record to preview the layout before releasing final changes

  • Save: Save the template, create a .dap file or update existing file in Salesforce

  • Release: create another template file to have all current changes. The released file can be used live. This is useful if authors want to save the latest development of the template without deploying it to the second file to use just yet

  • API: to manually trigger running the template to test the API call connection (task and result) is working

2. Template Title

The template title can be modified when saving the first time or renamed by editing details in Salesforce > Files.

3. Home Tab

Documents

A full document is built from sections: first, main and last. Sections have their own header and footer and page orientation. At least one section should be included in the final document. Section templates can be further configured in Settings.

Document

This is the main document content template. Template editing is done through the document template editor. The document template defines document layout (header, body, footer), content and style (together with style part).

The document template is divided to header, body and margin areas. Clicking each area will change the editing focus to the selected area.

First section

The first section document template defines how the first section of the full document looks. It can be used to define a cover page for example, that uses a different page layout than the rest of the document. Content length determines if it is one page or several pages in the PDF output.

By default, the first section is included in the full document. The first section can be removed from Settings: Document - Templates - First: none.

Last section

The last document template defines how the document’s last section is built. It can be used to differentiate the last page(s) of the document if for example the last page should have a header/footer different than the rest of the document.

The last section is not included by default in the full document. It can be included from Settings: Document - Templates - Last: Last/content.html

Email

If the process requires an email to be sent, this is where the email layout is designed. Emails are used to either:

  • send an email with the composed document as an attachment;

  • or, skip composing a document and just send an email (this is widely used by companies to manage case and ticketing correspondence for example).

Translations

If the process requires multiple languages, this is where the translations are managed.

Styles

This includes Document or Email Style details. Whenever a new style is added while editing template, a new style entry will be added here to achieve an overview of all Styles used.

Workflow

There are two main types of workflow:

  • Main flow defines Dynamo template’s logic, contains variable definition and data processing using step commands and screens. Commands can be auto generated while working with Settings or through the Template Editor. It can also be manually added by the authors.

  • Sub flow can be used to manage repeatable processes within a Main flow for example.

4. Template Support

  • Allows Switching UI (User Interface) mode between Basic and Advanced;

  • Quick access to Help Center;

  • Logout or switch account to another user/another org.

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