Working with a client who wants to set the thank you letter on the gift itself, and then dynamically generate the right document when running a document generation batch.
Has anyone worked with the document generation processes on something like this before? Do custom batch jobs require both Apex and OmniStudio? Has anyone been able to create a custom solution in Flow?
#Document Generation #Donation Acknowledgements
8 answers
you don't need OmniStudio or custom Apex for this. A scheduled Flow can pick the right template per gift and generate the documents in batch on its own.
Disclosure: I'm the founder of CloudFiles, so weigh this accordingly.
CloudFiles Document Generation is built for exactly this case. You author the letter as a Word template, then a Generate Document Flow action runs it sync or async, takes a template Id at runtime so each gift resolves its own letter, and handles bulk and batch generation. Output saves to the record or external storage, with e-signature if you need it. No OmniStudio or Apex required.
