You might be using Dynamic Forms on your Account object. If so, add the button to the 'Highlights Panel' of your Account's layout. You can do so by accessing Setup -> Edit Page.
Since we need to pass the recordId to generate the PDF, and that list views contain many records, this isn’t possible from this view. You might be able to use the new Data Table feature in Flow to select many records and looping to generate a PDF for each selection.
It should be possible but the VF page might need tweaking. Have a look at the following: help.salesforce.com/articleView?id=000331581&language=en_US&mode=1&type=1
Yes. You would only need to code the VS URL to point to the quotation record instead of the account. Replace the fields in the html with the ones you want to pull from quotation.
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One of the best how to videos I have seen in a long time. Well done. Great pace, sticking to the necessary explanations and content.
Thanks for sharing this, Really Helpful!!
Is there a way to save this file as an attachment on the record?
Thanks! Very helpful!
Great video! Can I do the same using a lightning button? How I pass the record ID to generate .pdf basing on the records data?
Thank you for the video!! Would you be able to share a video on how to add a related object as a PDF attachment on the VF email template?
Amazing sir!! 🙂.. I would like to see some design VF pages.. If its possible 🙂
Hi, How can we implement it for 'lightning__AppPage' ?
Thank you so much
i am following the same process but generate pdf button is not visible on record page .
You might be using Dynamic Forms on your Account object. If so, add the button to the 'Highlights Panel' of your Account's layout. You can do so by accessing Setup -> Edit Page.
can we do the same in list view page and get for selected records pls let me know
Since we need to pass the recordId to generate the PDF, and that list views contain many records, this isn’t possible from this view. You might be able to use the new Data Table feature in Flow to select many records and looping to generate a PDF for each selection.
Hallo, is ist possible to create pdfs for many Accounts in the Same time using List view?
It should be possible but the VF page might need tweaking. Have a look at the following: help.salesforce.com/articleView?id=000331581&language=en_US&mode=1&type=1
Hi, Awesome video thanks a lot! The VF code is not available anymore, could you put it back please?
Thanks for letting me know. Link has been updated!
Bro it’s really cool but i need same thing for quotation as i need to generate the pdf of proposal from quotation can you please help me out
Yes. You would only need to code the VS URL to point to the quotation record instead of the account. Replace the fields in the html with the ones you want to pull from quotation.
Yes yes
Can we do the same for custom objects
Yes. PDFs can be generated from any object.
@@21KnotsThanks for the reply. i have tried the same way you tried with custom controller (which fetch the details ) .how to pass id to controller ?
How to store and get generated pdf file in the record related?
I also need this. Have you maybe found a solution? This would help me a lot. :)
Without using apex since I'm on SF essential