Multi-Template Record Merge
Published on February 10, 2026 DRTE
Generate DRTE Doc / Multiple Template Document Button
| What is it? The Generate DRTE Doc feature allows users to generate and merge multiple document templates directly from a record. Once processed, the completed documents are automatically attached to the record's Files related list. |
Setup Instructions
Follow these steps to enable the "Generate DRTE Doc" button on any object.
Step 1: Create the Action
- Navigate to the Object Manager and select the desired object.
- Go to Buttons, Links, and Actions and click New Action.
- Action Type: Select Flow.
- Flow: Select Generate DRTE Doc.
- Label/Name: Enter "Generate DRTE Doc" (or your preferred title).
Creating the new Flow action for Generate DRTE Doc.
Action settings with the Generate DRTE Doc flow selected.
Step 2: Add to Page Layout
- Go to Page Layouts or use the Lightning App Builder.
- Add the newly created action button to the record page header or the "Mobile & Lightning Actions" section.
How to Use
Once the button is active, the process for users is simple:
- Click the "Generate DRTE Doc" button on the record.
- Select the relevant template(s) from the provided list.
- Click Proceed. The system automatically generates the files and saves them to the record's Files section for easy access.
| Success: Generated documents appear in the record's Files related list. |
Key Benefits
| Benefit | Description |
| Bulk Generation | Select and merge multiple templates in one workflow. |
| Automatic Filing | No manual uploading required; docs attach to the record instantly. |
| User-Friendly | A simple, guided flow interface for end users. |
Knowledge Article Number: KA-00113