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Flow Builder Action: Edit Quip Document

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Deleted: Flow Builder Edit Quip Document Added: Flow Builder Action: Edit Quip Document

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Unchanged: <p>In Salesforce Anywhere One can leverage a template to automate the creation of a new document, there are use cases where one may want to automate the addition of content to an existing document.&nbsp; The Edit Quip Document core action in Flow can help one edit one or many documents that meet criteria.&nbsp;&nbsp;</p>Unchanged: <p>In Salesforce Anywhere One can leverage a template to automate the creation of a new document, there are use cases where one may want to automate the addition of content to an existing document.&nbsp; The Edit Quip Document core action in Flow can help one edit one or many documents that meet criteria.&nbsp;&nbsp;</p>
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Unchanged: <p>Flow Core Action for Quip: Edit Quip Document Documentation <a href="https://help.salesforce.com/articleView?id=sf.flow_ref_elements_actions_quip_edit_doc.htm&amp;type=5">link</a></p>Unchanged: <p>Flow Core Action for Quip: Edit Quip Document Documentation <a href="https://help.salesforce.com/articleView?id=sf.flow_ref_elements_actions_quip_edit_doc.htm&amp;type=5">link</a></p>
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Unchanged: <p>This example below adds text to an existing Salesforce Anywhere document immediately after the section of the document containing text&nbsp;<strong>Meeting Notes.&nbsp; </strong>In this scenario the user launches the flow from the Account record and a new section is added to the document with placeholders (Date, Attendees, Agenda, Next Steps, etc....) for the meeting.</p>Unchanged: <p>This example below adds text to an existing Salesforce Anywhere document immediately after the section of the document containing text&nbsp;<strong>Meeting Notes.&nbsp; </strong>In this scenario the user launches the flow from the Account record and a new section is added to the document with placeholders (Date, Attendees, Agenda, Next Steps, etc....) for the meeting.</p>
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Unchanged: <h2><strong>Edit Quip Document Configuration</strong></h2>Unchanged: <h2><strong>Edit Quip Document Configuration</strong></h2>
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Unchanged: <h2>Formatted Content Added</h2>Unchanged: <h2>Formatted Content Added</h2>
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Unchanged: <pre class="wp-block-code"><code> &lt;h2&gt;&lt;u&gt;Meeting Date {!CurrentDate} &lt;/u&gt;&lt;/h2&gt; Unchanged: <pre class="wp-block-code"><code> &lt;h2&gt;&lt;u&gt;Meeting Date {!CurrentDate} &lt;/u&gt;&lt;/h2&gt;
Unchanged: &lt;h3&gt;Attendees&lt;/h3&gt; Unchanged: &lt;h3&gt;Attendees&lt;/h3&gt;
Unchanged: &lt;div data-section-style='6'&gt; Unchanged: &lt;div data-section-style='6'&gt;
Unchanged: &lt;ul&gt; Unchanged: &lt;ul&gt;
Unchanged: &lt;li&gt;Attendee&lt;/li&gt; Unchanged: &lt;li&gt;Attendee&lt;/li&gt;
Unchanged: &lt;li&gt;Attendee&lt;/li&gt; Unchanged: &lt;li&gt;Attendee&lt;/li&gt;
Unchanged: &lt;li&gt;Attendee&lt;/li&gt; Unchanged: &lt;li&gt;Attendee&lt;/li&gt;
Unchanged: &lt;/ul&gt; Unchanged: &lt;/ul&gt;
Unchanged: &lt;/div&gt; Unchanged: &lt;/div&gt;
Unchanged: &lt;h3&gt;Agenda&lt;/h3&gt; Unchanged: &lt;h3&gt;Agenda&lt;/h3&gt;
Unchanged: &lt;div data-section-style='5'&gt; Unchanged: &lt;div data-section-style='5'&gt;
Unchanged: &lt;ul&gt; Unchanged: &lt;ul&gt;
Unchanged: &lt;li&gt;Agenda Item 1 &lt;/li&gt; Unchanged: &lt;li&gt;Agenda Item 1 &lt;/li&gt;
Unchanged: &lt;li&gt;Agenda Item 2 &lt;/li&gt; Unchanged: &lt;li&gt;Agenda Item 2 &lt;/li&gt;
Unchanged: &lt;li&gt;Agenda Item 3 &lt;/li&gt; Unchanged: &lt;li&gt;Agenda Item 3 &lt;/li&gt;
Unchanged: &lt;/ul&gt; Unchanged: &lt;/ul&gt;
Unchanged: &lt;/div&gt; Unchanged: &lt;/div&gt;
Unchanged: &lt;h3&gt;Next Steps&lt;/h3&gt; Unchanged: &lt;h3&gt;Next Steps&lt;/h3&gt;
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Unchanged: &lt;li&gt;Next Step 1&lt;/li&gt; Unchanged: &lt;li&gt;Next Step 1&lt;/li&gt;
Unchanged: &lt;li&gt;Next Step 2&lt;/li&gt; Unchanged: &lt;li&gt;Next Step 2&lt;/li&gt;
Unchanged: &lt;li&gt;Next Step 3&lt;/li&gt; Unchanged: &lt;li&gt;Next Step 3&lt;/li&gt;
Unchanged: &lt;/ul&gt; Unchanged: &lt;/ul&gt;
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Unchanged: &lt;h3&gt;AE 1&lt;/h3&gt; Unchanged: &lt;h3&gt;AE 1&lt;/h3&gt;
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Unchanged: &lt;ul&gt; Unchanged: &lt;ul&gt;
Unchanged: &lt;li&gt;add notes here &lt;/li&gt; Unchanged: &lt;li&gt;add notes here &lt;/li&gt;
Unchanged: &lt;li&gt;add more notes here..... &lt;/li&gt; Unchanged: &lt;li&gt;add more notes here..... &lt;/li&gt;
Unchanged: &lt;/ul&gt; Unchanged: &lt;/ul&gt;
Unchanged: &lt;/div&gt; Unchanged: &lt;/div&gt;
Unchanged: &lt;h3&gt;AE 2&lt;/h3&gt; Unchanged: &lt;h3&gt;AE 2&lt;/h3&gt;
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Unchanged: &lt;ul&gt; Unchanged: &lt;ul&gt;
Unchanged: &lt;li&gt;add notes here &lt;/li&gt; Unchanged: &lt;li&gt;add notes here &lt;/li&gt;
Unchanged: &lt;li&gt;add more notes here..... &lt;/li&gt; Unchanged: &lt;li&gt;add more notes here..... &lt;/li&gt;
Unchanged: &lt;/ul&gt; Unchanged: &lt;/ul&gt;
Unchanged: &lt;/div&gt; Unchanged: &lt;/div&gt;
Unchanged: &lt;h3&gt;AE 3&lt;/h3&gt; &lt;div data-section-style='5'&gt; Unchanged: &lt;h3&gt;AE 3&lt;/h3&gt; &lt;div data-section-style='5'&gt;
Unchanged: &lt;ul&gt; Unchanged: &lt;ul&gt;
Unchanged: &lt;li&gt;add notes here &lt;/li&gt; Unchanged: &lt;li&gt;add notes here &lt;/li&gt;
Unchanged: &lt;li&gt;add more notes here..... &lt;/li&gt; Unchanged: &lt;li&gt;add more notes here..... &lt;/li&gt;
Unchanged: &lt;/ul&gt; Unchanged: &lt;/ul&gt;
Unchanged: &lt;/div&gt; Unchanged: &lt;/div&gt;
Unchanged: &lt;hr&gt;</code></pre>Unchanged: &lt;hr&gt;</code></pre>
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Unchanged: <h2><strong>The Full Flow</strong></h2>Unchanged: <h2><strong>The Full Flow</strong></h2>
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Unchanged: <h3><strong>Get Records</strong></h3>Unchanged: <h3><strong>Get Records</strong></h3>
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Unchanged: <h3><strong>Create an Action to Launch the Flow</strong></h3>Unchanged: <h3><strong>Create an Action to Launch the Flow</strong></h3>
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Unchanged: <p>Setup &gt; Object Manager &gt; Account &gt; Buttons, Links, and Actions &gt; new Action</p>Unchanged: <p>Setup &gt; Object Manager &gt; Account &gt; Buttons, Links, and Actions &gt; new Action</p>
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Unchanged: <h3><strong>Add the Action to Page Layout</strong></h3>Unchanged: <h3><strong>Add the Action to Page Layout</strong></h3>
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Unchanged: <p><strong>Edit Page Layout &gt; Mobile &amp; Lightning Actions &gt; drag in the Anywhere Flow Automation action</strong></p>Unchanged: <p><strong>Edit Page Layout &gt; Mobile &amp; Lightning Actions &gt; drag in the Anywhere Flow Automation action</strong></p>
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Unchanged: <p></p>Unchanged: <p></p>
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