Is your feature request related to a problem? Please describe.
A very usual request is to be able to generate a PDF summary (e.g. a 360° summary of an Account).
Although this can be achieved via a custom VF page and a navigation action type, it would be great
to have a simple out of the box action type.
Describe the solution you'd like
When clicking on such an action, a PDF would be generated out of a simple HTML template leveraging
the already available merge capabilities.
As a baseline, there would be a logo and a title for the header, a footer text and a main body.
There would be an option to automatically register the PDF generated as related File to a record.
In a more elaborate options, it would be interesting to also include the content of one or more sfpegList
tables.
Describe alternatives you've considered
Various commercial offers exist and the idea is really to keep the solution simple and efficient
for basic documents.
Additional context
Various prototypes have been implemented on this base and need to be industrialised.
Is your feature request related to a problem? Please describe. A very usual request is to be able to generate a PDF summary (e.g. a 360° summary of an Account). Although this can be achieved via a custom VF page and a navigation action type, it would be great to have a simple out of the box action type.
Describe the solution you'd like When clicking on such an action, a PDF would be generated out of a simple HTML template leveraging the already available merge capabilities. As a baseline, there would be a logo and a title for the header, a footer text and a main body. There would be an option to automatically register the PDF generated as related File to a record. In a more elaborate options, it would be interesting to also include the content of one or more sfpegList tables.
Describe alternatives you've considered Various commercial offers exist and the idea is really to keep the solution simple and efficient for basic documents.
Additional context Various prototypes have been implemented on this base and need to be industrialised.