Can I produce documents for other objects?

AdvoDoc's default object types (Matter, Account, & Contact) can be extended to other objects using the following technique.

Part I

  1. Go to Setup | Create | Objects | AdvoDoc Template
  2. Select the custom field named Base Object.
  3. Add a new value to Base Object's picklist. The value must match the label of the object you are intending to add. For example, if you want to add advpm__Participant__c object, the new value would be Participant.

Part II

  1. Go to Setup | Create | Objects | AdvoDoc Log
  2. Create a new lookup relationship custom field, for the object you intend to add as Base Object. In the example from part one this would be a lookup relationship to the Participant object.

PART III

This step is optional and is only required for creating on-demand documents from the object's page layout. The object mentioned here is the object you added in Part I.

  1. Go to Setup | Create | Objects | <your object name>
  2. Create Custom Button with the URL as follows:

    {!$Site.Prefix}/apex/advpm__SelectTemplate?id={!Your Object Name.Id}refName={!your object name.Name}

    Replace your object name with the API name of the object you added in Part I.