FAQ – Page 3 – Opero Documents Knowledge Base and Documentation

Is it possible to have entire column width stretch to the longest item in that column on Google Doc template?

This can’t be done automatically in Google Docs, but the column border can be manually dragged to the right until the content fits on one line. It just needs to be grabbed with the cursor and dragged. Be aware, however, that the next column will be narrowed when the border is dragged, so the other column borders will have to be adjusted as well, if necessary.

I am receiving a permission error message and not sure what I need to check. Do you have an Opero Documents Permission Checklist?

Please review the Basic Configuration Article, which includes user permissions: https://kb.opero.com/documents/knowledge-base/basic-configuration-getting-started/

I am receiving an error message when trying to generate my document that is coming from one of the merged fields on my template. What is best way to troubleshoot where error is coming from?

It is best to create a separate Document Action and then remove the entire body of the Google Docs template, then add each merge field one at a time until you get error.

Is it possible to edit the Google Docs template directly from object record in same window after document is merged?

Yes. See this article for more information: https://kb.opero.com/documents/knowledge-base/power-of-google-docs-video/

How do you save the URL of the Google Doc?

You setup a text or URL field on your object, then in Document Action you specify the API field name to save the Google Doc URL. See this article for more information about Document Action settings: https://kb.opero.com/documents/knowledge-base/basic-configuration-getting-started/

I am using the Cirrus app which creates a new Google Docs folder each time new record is created in Salesforce. Is it possible to have the generated document automatically go to the Google Docs folder assigned?

Yes, take the button code from Document Action to paste into custom button and then add: &folderId={folder id field} at the end of the custom URL. Then merge the field that gives the folder id for you would to link with your Cirrus app to automatically link Google Drive folder would most likely be: &folderId={Collection ID}.

Is it possible to generate a PDF catalog from the Pricebook object?

Yes you can create a custom field on the Pricebook object, formula field and make it a url that contains the button/link/url for the document action, and add this field to the layout on Pricebook layout. You can also even use a button graphic in the formula field if desired.

Is Opero Documents able to support presentations (e.g. Powerpoint)?

Our app only functions with Google Docs and not with Google Slides at this time or Powerpoint. We recommend to create new Google Doc as a template and change page orientation to landscape (go to File > Page Setup > Select “Landscape” > Click Ok). And if needed, you can also change page size. Then using our app you can produce PDF which would look like presentation file. See this use case article for more detail.

Can I merge images onto the template that are stored on Google Drive?

Yes, you have a few options:
1) You can put your files in a public folder first (create a folder, right click Share-> Advanced->Change to Public), then you can get any file in a folder by entering URL in this format: https://googledrive.com/host/<folderID>/<filename>.
For example if you created a test folder on Google Drive and uploaded a file Test-Image.png, the Image URL is:
https://googledrive.com/host/0BwdB0jiqM9yCXzlGeDZjaUhYZFk/test-image.png
This is a URL that you want to populate into the Image URL field on Master Object and then use that field to merge on a template with image checkbox checked.

2) If you don’t want to put files in shared folder, you can use image that are uploaded directly to Google Drive (as long as they’re publicly accessible).
Image URL format will be: https://docs.google.com/uc?id=<file-ID>
Example:
https://docs.google.com/uc?id=0BwdB0jiqM9yCM01iekxpdlc4ZHc <https://docs.google.com/uc?id=0BwdB0jiqM9yCM01iekxpdlc4ZHc>

If using a merge field on template that may not have a value with some records (example being to merge “Discount: 10%” though some do not have discounts), is it possible to not merge the field label?

Yes, you can create a formula field with an “if” statement to check if there is a value in the other field and if there is, then display in the formula the label as well as they value. Then merge that field. That way it always merges but merges nothing if no value.