Scenario: I need to merge multiples files/attachments to generate a Single PDF document
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Few Simple Steps to Merge Multiple Salesforce Files into PDF using File ZIPO:
Step 1. Open the FileZIPO application from App Launcher & Click on “Merge Files” tab.
Step 2. It will open screen like below Image
- Select single or multiple Files / Attachments.
- User can use multiple basic Filters like dropdown by Selecting “Files & Attachments” or “Only Files” or “Only Attachments”, by Objects and by File / Attachments Name.
- User can use “Advance filter” by clicking on Filter Icon
- Once files/attachments are selected, click on this button to “Merge Files”
- User can use this filter to change the number of rows on the page.
How to use Advance Filter: User can use “Advance filter” by clicking on Filter Icon. Once clicked, it will open the popup like below image
User can use multiple type of filters like “Filter By Object“, “Filter by User“, “Filter by Keywords“.
For eg: Filter By Object
Above image has some features (each number has its description as below):
- User can select the field from the dropdown.
- User can choose operator like “Equals to / Not Equals to“.
- Enter the value of the Selected field in the first point.
- Click on “Apply Filter” button to get filtered Files/Attachments.
- Once “Apply Filter” button is clicked, user will get filtered files / Attachments.
Step 3. Once files/attachments are filtered, Click on “Click here to Merge Files” button.
It will open below screen with popup:
Above image has some features (each number has its description as below):
- Enter all the required fields like
- Name: Name of person who is raising this request
- File name: Name of the merge file
- Email: Merge PDF is sent on the email. User needs to enter the email on which they want to receive this PDF
- CC Address: It’s always belong to email address of Logged-In-User.
- Refer the blog for “Merge PDF file” for any reference or guidance
- Click on “Merge Files” button to initiate the process to merge files.
Step 4. Once the “Merge Files” button is clicked, it will show a status for this request with green message.
Step 5. Once email is received, user can click on the link to download the merge file.
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