Hub Functionality Released in 20.1.0
The Salesforce Subscription
The Salesforce Subscription was released in this version!
This subscription enables Salesforce users to leverage Windward Hub document automation from inside of the Salesforce portal.
Support for DOCX Templates
This release supports use of Windward DOCX templates created in version 220.127.116.11 of Windward
Organize Templates for Output in Package Templates
Users can select multiple Windward Templates and static files to include in a Package Template. Package Templates can be output as a unit where all Templates are output and all static files are included with the output.
Input Parameter Support
Templates with input parameters of type currency, integer, number, and text are supported.
When configuring a package template, users can specify default input parameter values for templates in the package that have supported input parameters. Users can specify values other than the defaults when running the package template.
A input parameter of type text with name "uniqueID" (case sensitive) will receive the context dynamically passed from Salesforce. Read more bellow here.
Output Package Template's from Inside Hub
Users can select a Package Template and run from inside Hub.
Salesforce Integration as a Connected App
Salesforce Context Dynamically Passed to Hub: Account, Contact, and Opportunity
Users can create a custom button in Salesforce that will pass a unique identifier for the record they are currently on in Salesforce. Support for passing a unique identifier for the record was added for account, contact, and opportunity records.
Learn how to create a template and run it from inside Salesforce here.
Add, Manage, and Remove Users
Admin management functionalities to add new and existing users to their subscriptions, remove users from subscriptions, and remove users from their organization.