Add Composer Functionality to an Object Page

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By default the Generate Document will not be available for any Object / Record Page. It’s the administrator the one in charge of adding the feature.

To add the Generate Document button you just need to create a custom Quick Action on the desired object.

To do this:

  • Go to Setup > Object Manager
  • Navigate to the desired Object
  • Go to Buttons, Links, and Actions section
  • Click New Action
  • Action Type: Flow
  • Flow: Wattyo Document Composer: Generate Document
  • Set the Label and Name you desired. The Label will be the visible – button text.
  • Save

Make sure that you add the button to the desired page by adding the new Action to the page header buttons.

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