Overview
This section describes how to set up action groups. Action groups are used to generate documents and send emails, and can be added to Lightning pages for streamlined access.
There are two types of buttons that can be created within an action group:
Document: Generates a document from Salesforce data.
Email: Sends an email with the generated document attached to the required recipients.
Action groups enable configuration of templates for each action, allowing for flexible document generation and email delivery workflows directly from Salesforce Lightning pages
Steps to Setup the Action Groups
Open the docuWeaver application and click the Doc Generator tab.
Navigate to the Action Group section.
Click New Action Group.
Provide the required details and click Next.
In the Action section, click New.
Provide all required details, including selecting the Generate Type (such as Document, Email, or Sign) and other relevant settings.
In the Template section, select the templates to be generated with Salesforce:
If Generate Type is set to “Document,” all document templates are available for selection.
If Generate Type is set to “Email,” all email templates are available for selection.
After completing the details, click Save.
Navigate to the Lightning record page of the object for which the action group was created and add the action group to the desired location.
The action group setup is now complete and ready for use within the Salesforce Lightning record page.