Locking the file format of a merge template
Drive Connect gives template builders the option to lock a template's generated file format, which forces the template to only generate files to a specific file type.
Locking the File Format on a New Template
- Navigate to Drive Connect Template Builder
- Navigate to Create a New Template
- Select Copy From Existing Doc or Create New Doc
- In the editor click on the drop down list for Generated File Format and select any of the options which will automatically save
Locking the File Format on an Existing Template
- Navigate to Drive Connect Template Builder
- Navigate to Edit a Template
- Select a file
- In the editor click on the drop down list for Generated File Format and select any of the options which will automatically save
Merging a Template With or Without a Locked Format
- Navigate to a Salesforce record page
- Navigate to a linked file on the Drive Connect component
- Select New
- Select File from Template
- Select a template
- If the template has its format locked, the Generated File Format will be greyed out and display a lock icon. The option to select a format will be disabled.
If you selected User's Choice, the file's format will not be locked and you will see the following options:
Users are able to generate files to the following formats:
- Google Doc
- PDF Document (.pdf)
- Microsoft Word (.docx)
Note: When merging templates in the Automate Drive action of a Record-Triggered Flow, the Generated File Format specified in the action's configuration will override any locked format.