Flow Builder Action: Edit Quip Document

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.  The Edit Quip Document core action in Flow can help one edit one or many documents that meet criteria.  

Flow Core Action for Quip: Edit Quip Document Documentation link

This example below adds text to an existing Salesforce Anywhere document immediately after the section of the document containing text Meeting Notes.  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.

Edit Quip Document Configuration

Formatted Content Added

 <h2><u>Meeting Date {!CurrentDate} </u></h2>  
 <h3>Attendees</h3>  
 <div data-section-style='6'> 
 <ul>    
 <li>Attendee</li>    
 <li>Attendee</li>    
 <li>Attendee</li>     
 </ul> 
 </div>  
 <h3>Agenda</h3>  
 <div data-section-style='5'> 
 <ul>    
 <li>Agenda Item 1 </li>    
 <li>Agenda Item 2 </li>    
 <li>Agenda Item 3 </li>     
 </ul> 
 </div>  
 <h3>Next Steps</h3>  
 <div data-section-style='7'>   
 <ul> 
 <li>Next Step 1</li>    
 <li>Next Step 2</li>    
 <li>Next Step 3</li>   
 </ul> 
 </div>  
 <h3>AE 1</h3>  
 <div data-section-style='5'> 
 <ul>    
 <li>add notes here </li>    
 <li>add more notes here..... </li>   
 </ul> 
 </div>  
 <h3>AE 2</h3>  
 <div data-section-style='5'> 
 <ul>    
 <li>add notes here </li>    
 <li>add more notes here..... </li>   
 </ul> 
 </div>  
 <h3>AE 3</h3>  <div data-section-style='5'> 
 <ul>    
 <li>add notes here </li>    
 <li>add more notes here..... </li>   
 </ul> 
 </div>  
 <hr>

The Full Flow

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Get Records

Create an Action to Launch the Flow

Setup > Object Manager > Account > Buttons, Links, and Actions > new Action

Add the Action to Page Layout

Edit Page Layout > Mobile & Lightning Actions > drag in the Anywhere Flow Automation action

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