{"id":278,"date":"2025-01-01T00:01:52","date_gmt":"2024-12-31T21:01:52","guid":{"rendered":"https:\/\/docu2.me\/help\/?p=278"},"modified":"2025-04-03T16:25:39","modified_gmt":"2025-04-03T13:25:39","slug":"resource-manager","status":"publish","type":"post","link":"https:\/\/docu2.me\/help\/resource-manager\/","title":{"rendered":"Resource Manager – Creating a Dynamic Account Table"},"content":{"rendered":"\n

Practical Tutorial:<\/strong> Creating a Dynamic Table in docu2.me with Salesforce Data<\/em><\/p>\n\n\n\n

Objective<\/h2>\n\n\n\n

Create a dynamic table that displays the names of the first 5 Salesforce accounts using docu2.me dynamic resources.<\/p>\n\n\n\n

Step-by-Step Guide<\/h2>\n\n\n\n
    \n
  1. Initial Preparation<\/strong>\n
      \n
    1. Log in to your Salesforce account<\/li>\n\n\n\n
    2. Navigate to the docu2.me application<\/li>\n\n\n\n
    3. Click on “New Document”<\/li>\n<\/ol>\n<\/li>\n\n\n\n
    4. Document Structure Creation<\/strong>\n
        \n
      1. Create a new document:<\/li>\n\n\n\n
      2. Insert a table:\n
          \n
        • Position the cursor where you want to insert the table<\/li>\n\n\n\n
        • Click on the “Insert Table” icon in the toolbar<\/li>\n\n\n\n
        • Select a table with 1 column and 2 rows<\/li>\n<\/ul>\n<\/li>\n\n\n\n
        • Add the header:\n
            \n
          • In the first cell of the table, type “List 5 Accounts”<\/li>\n\n\n\n
          • Format the header text (bold, larger size)<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n
            \"Creating
            Creating the table structure for account list<\/figcaption><\/figure>\n\n\n\n

            3. Dataset Configuration<\/h3>\n\n\n\n
              \n
            1. Open the Resource Manager:\n
                \n
              • Right-click on the document<\/li>\n\n\n\n
              • Select “Resource Manager”<\/li>\n<\/ul>\n<\/li>\n\n\n\n
              • Create a new Dataset:\n
                  \n
                • In the Resource Manager popup, click “New”<\/li>\n\n\n\n
                • Choose the “Dataset” option<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                • Configure the Dataset:\n
                    \n
                  • Dataset API Name: Type “List5Accounts”<\/li>\n\n\n\n
                  • Object Name: Select “Account”<\/li>\n\n\n\n
                  • Under “How to Filter Records”, select “None \u2013 Get all records”<\/li>\n\n\n\n
                  • Under “How to Sort Records”, select “Not Sorted”<\/li>\n\n\n\n
                  • Under “How Many Records”, select “Many Records”<\/li>\n\n\n\n
                  • Set the Maximum Number of Records to 5<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
                    \"Configuring
                    Creating and configuring the Account dataset in Resource Manager<\/figcaption><\/figure>\n\n\n\n

                    4. Save the Dataset:<\/h3>\n\n\n\n
                      \n
                    • Review all settings<\/li>\n\n\n\n
                    • Click “Save” or “Create Dataset”<\/li>\n<\/ul>\n\n\n\n

                      5. Dynamic Field Insertion<\/h3>\n\n\n\n
                        \n
                      1. Position the cursor in the second cell of the table<\/li>\n\n\n\n
                      2. Right-click and select “Dynamic Fields”<\/li>\n\n\n\n
                      3. In “Select a Resource from global”, choose:\n
                          \n
                        • Dataset: “List5Accounts”<\/li>\n\n\n\n
                        • Field: “Account Name”<\/li>\n\n\n\n
                        • Option: “Value”<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                        • The field will be inserted with the syntax: {!$Dataset.List5Accounts.Name.Value}<\/li>\n<\/ol>\n\n\n\n
                          \"Inserting
                          Adding dynamic fields to display account names<\/figcaption><\/figure>\n\n\n\n

                          6. Preview and Testing<\/h3>\n\n\n\n
                            \n
                          1. Save the document:\n
                              \n
                            • Click the “Save” button in the docu2.me menu<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                            • Preview the document:\n
                                \n
                              • Click the “Print” button in the toolbar<\/li>\n\n\n\n
                              • This will open a new window with the PDF preview<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                              • Check the dynamic table:<\/li>\n<\/ol>\n\n\n\n
                                \"Previewing
                                Previewing the document with dynamic account data<\/figcaption><\/figure>\n\n\n\n

                                Final Result<\/h2>\n\n\n\n
                                \"Final
                                Final dynamic Salesforce account table in the document<\/figcaption><\/figure>\n\n\n\n

                                A table with two rows:<\/p>\n\n\n\n

                                  \n
                                • First row:<\/strong> Header “List 5 Accounts”<\/li>\n\n\n\n
                                • Second row:<\/strong> Dynamic list with the names of the first 5 Salesforce accounts<\/li>\n<\/ul>\n\n\n\n

                                  Functionality:<\/h3>\n\n\n\n
                                    \n
                                  • The account list will automatically update with changes in Salesforce data<\/li>\n\n\n\n
                                  • The document will always show the first 5 accounts as defined in the Dataset<\/li>\n<\/ul>\n\n\n\n

                                    Resources Used<\/h2>\n\n\n\n
                                      \n
                                    • Resource Manager:<\/strong> To configure dynamic resources such as Datasets<\/li>\n\n\n\n
                                    • Dataset:<\/strong> To configure the query for Salesforce account records<\/li>\n\n\n\n
                                    • Dynamic Fields:<\/strong> To insert Salesforce data into the document<\/li>\n<\/ul>\n\n\n\n

                                      Important Notes<\/h2>\n\n\n\n
                                        \n
                                      • This example demonstrates the basic integration between docu2.me and Salesforce.<\/li>\n\n\n\n
                                      • The Dataset can be customized with specific filters and sorting.<\/li>\n\n\n\n
                                      • Additional fields can be included beyond the Account Name.<\/li>\n\n\n\n
                                      • Table formatting can be adjusted as needed.<\/li>\n\n\n\n
                                      • The limit of 5 records is an example and can be adjusted.<\/li>\n\n\n\n
                                      • The table content updates automatically with changes in Salesforce.<\/li>\n\n\n\n
                                      • It’s important to test the document with different datasets.<\/li>\n<\/ul>\n\n\n\n

                                        This tutorial provides a foundation for working with dynamic resources in docu2.me integrated with Salesforce, allowing you to create customized and automated documents.<\/p>\n","protected":false},"excerpt":{"rendered":"

                                        Learn how to create a dynamic table in docu2.me that displays Salesforce account data using Resource Manager, Datasets, and Dynamic Fields in this step-by-step practical tutorial.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[],"class_list":["post-278","post","type-post","status-publish","format-standard","hentry","category-dynamic-resources"],"_links":{"self":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts\/278","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/comments?post=278"}],"version-history":[{"count":6,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts\/278\/revisions"}],"predecessor-version":[{"id":717,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts\/278\/revisions\/717"}],"wp:attachment":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/media?parent=278"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/categories?post=278"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/tags?post=278"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}