Output a form using a procedure
What is a procedure?
"Procedures" are the features for developers of SVF Cloud for Salesforce.
When called by an Apex class in Salesforce, procedures can issue SOQL, obtain data of records to be output to a form using Salesforce REST API, and output a form from SVF Cloud.
Using procedures has the following main advantages.
You can close the browser while processing the form output, and you can print out a form while leaving the browser closed.
You can output more records to forms than using the standard UI (List view) of Salesforce. The upper limit of the total number of records that can be used to create one form output file depends on the contract plan of SVF Cloud. For details on the upper limit, see "Upper limit of the total number of records".
Form output method
Procedures can use the following methods to output forms.
Download a PDF file
Compress a PDF file in Zip format and download it
Archive a PDF file in invoiceAgent Documents
Send a PDF file as an email attachment
Download an Excel file
Compress an Excel file in Zip format and download it
Download a Word file
Compress a Word file in Zip format and download it
Print it from printer
Restrictions
Procedures cannot use the following features.
Virtual Relation
Pre-process / post-process