In many cases you may want to including certain information conditionally in PDFs, e.g. T&C based on specific region or quote type. At the same time you don’t want to copy that information in individual records and want to keep it in a common place. To handle these scenarios we have provided PDF Attachments feature.
It’s similar to merge fields but with a difference that these content will be stored outside of the record under PDF Attachment tab which can then be referenced on any record.
It’s 3 step process and following are the details –
Step 1
Go to PDF Attachments tab and click “New” to define attachment details –
Object: Select the object to which the dynamic content is applicable to
Attachment Name: Provide user friendly name
Description: Provide description that explains the content. It is optional
Content: There are 3 Rich Text fields provided to allow large content. It supports all the features mentioned in Rich Text Fields section, including merge fields and custom HTML
Step 2
Use the attachment tags on PDF template –
Add attachment tags where you would like to show the data. For example, Title, T&C etc.
{!GoCloudz.Attachment1} and {!GoCloudz.Attachment2}
Step 3
Lastly, populate Attachment 1 or Attachment 2 lookup fields on the record the PDF is generated for. If you do not see attachment fields, please ask your System Admin to edit the page layout
Flows can be utilized to dynamically populate Attachment 1 and Attachment 2 lookup fields depending on your business requirement. For example, add “EMEA GenWatt Diesel” attachment if Quote is for EMEA and has GenWatt Diesel line item.
