Generate_XP_Document Generate XP Document 0 0 rooms__GenerateXPDocumentAction apex Generation_Succeeded Generation_Fault Automatic recordId recordId templateContentId Selected_Template.Id out_success success out_message message out_documentId documentId out_revisionId revisionId out_contentRecordId contentRecordId out_contentDocumentId contentDocumentId out_contentVersionId contentVersionId out_renderedRevisionId renderedRevisionId out_recordId recordId out_parentId parentId out_fileName fileName Create_Experience Create Experience 0 0 rooms__CreateExperienceAction apex Experience_Succeeded Create_Experience_Fault Automatic primaryDocumentContentId out_contentRecordId primaryRecipientId Get_Invite_Contact.Id xp_success success xp_message message xp_roomId roomId xp_inviteUrl primaryRecipientInviteUrl Send_Experience_Email Send Experience Email (Native) 0 0 emailSimple emailSimple Email_Submitted Email_Fault CurrentTransaction emailAddresses Refresh_Invite_Contact.Email emailSubject Invite_Email_Subject emailBody Invite_Email_Body senderType CurrentUser sendRichBody false 66.0 Count_Templates Count Eligible Templates 0 0 Template_Count AssignCount Get_XP_Templates Templates_Exactly_One Set_Selected_Template Use the One Matching Template 0 0 Selected_Template Assign Current_Template Current_Template Valid_Inputs Opportunity, Contact, and Template Inputs Valid? 0 0 Input_Invalid No: stop and review Valid_Inputs_Confirmed and Valid_Input_Values EqualTo true Get_Opportunity Yes Source_Records_Valid Opportunity and Contact Email Available? 0 0 Input_Invalid No: stop and review Source_Records_Valid_Confirmed and Get_Opportunity.Id IsNull false Contact_Ready EqualTo true Get_XP_Templates Yes Templates_Exactly_One Exactly One Eligible Published Template? 0 0 Template_Invalid No: stop and review Templates_Exactly_One_Confirmed and Template_Count EqualTo 1.0 Current_Template Yes Published_Version_Valid Exact Published Template File Valid? 0 0 Template_Invalid No Selected_Publication_Confirmed 1 AND (2 OR 3) Get_Published_Template_Version.Id IsNull false Selected_Template.rooms__ActiveContentDocumentId__c IsNull true Get_Published_Template_Version.ContentDocumentId EqualTo Selected_Template.rooms__ActiveContentDocumentId__c Confirm_Generation Yes Generation_Succeeded Generation Success and Instance Content ID Returned? 0 0 Generation_Failed No: stop and review Generation_Succeeded_Confirmed and out_success EqualTo true out_contentRecordId IsNull false Generation_Results Yes Experience_Succeeded Experience Success, Room, and Invitation Confirmed? 0 0 Create_Experience_Failed No: stop and review Experience_Succeeded_Confirmed and xp_success EqualTo true xp_roomId IsNull false xp_inviteUrl IsNull false Refresh_Invite_Contact Yes Email_Contact_Valid Current Contact Email Available? 0 0 Email_Recipient_Unavailable No: stop and review Email_Contact_Valid_Confirmed and Email_Contact_Ready EqualTo true Review_Experience_Email Yes Screen Flow example for iDialogue v2.166 or later. Supply an Opportunity recordId, primaryContactId, and published templateDeveloperName. Generate one quote PDF, review its result, create one document-only Experience for the Contact as Signer 1, then review and send native Salesforce email. All action results remain available. Returned failures and Fault paths stop mutation. Only an explicit email retry reuses the existing Experience. Review permissions, approval, sender settings, and target-org metadata before deployment. Deploy as Draft and validate before activation. Default Valid_Input_Values Boolean AND(NOT(ISBLANK({!recordId})), BEGINS({!recordId}, "006"), OR(LEN({!recordId}) = 15, LEN({!recordId}) = 18), NOT(ISBLANK({!primaryContactId})), BEGINS({!primaryContactId}, "003"), OR(LEN({!primaryContactId}) = 15, LEN({!primaryContactId}) = 18), NOT(ISBLANK({!templateDeveloperName}))) Contact_Ready Boolean AND(NOT(ISBLANK({!Get_Invite_Contact.Id})), NOT(ISBLANK({!Get_Invite_Contact.Email})), REGEX({!Get_Invite_Contact.Email}, "^[^ @]+@[^ @]+[.][^ @]+$")) Email_Contact_Ready Boolean AND(NOT(ISBLANK({!Refresh_Invite_Contact.Id})), NOT(ISBLANK({!Refresh_Invite_Contact.Email})), REGEX({!Refresh_Invite_Contact.Email}, "^[^ @]+@[^ @]+[.][^ @]+$")) Safe_Message String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!out_message}, ""), "&", "&"), "<", "<"), ">", ">") Safe_Experience_Message String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!xp_message}, ""), "&", "&"), "<", "<"), ">", ">") Safe_File_Name String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!out_fileName}, ""), "&", "&"), "<", "<"), ">", ">") Safe_Opportunity_Name String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!Get_Opportunity.Name}, ""), "&", "&"), "<", "<"), ">", ">") Safe_Developer_Name String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!Selected_Template.rooms__DeveloperName__c}, ""), "&", "&"), "<", "<"), ">", ">") Safe_Flow_Fault String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!$Flow.FaultMessage}, ""), "&", "&"), "<", "<"), ">", ">") Safe_Template_Name String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!Selected_Template.Name}, ""), "&", "&"), "<", "<"), ">", ">") Safe_Contact_Name String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!Get_Invite_Contact.Name}, ""), "&", "&"), "<", "<"), ">", ">") Safe_Contact_Email String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!Get_Invite_Contact.Email}, ""), "&", "&"), "<", "<"), ">", ">") Safe_Email_Recipient String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!Refresh_Invite_Contact.Email}, ""), "&", "&"), "<", "<"), ">", ">") Safe_Template_Input String SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(BLANKVALUE({!templateDeveloperName}, ""), "&", "&"), "<", "<"), ">", ">") Single Signer Quote {!$Flow.CurrentDateTime} iDialogue Single Signer Quote Current_Template Read the One Matching Template 0 0 Get_XP_Templates Asc Set_Selected_Template Get_Published_Template_Version BuilderType LightningFlowBuilder CanvasMode AUTO_LAYOUT_CANVAS OriginBuilderType LightningFlowBuilder Flow Get_Opportunity Get Source Opportunity 0 0 true Get_Invite_Contact Setup_Fault and Id EqualTo recordId true

Id Name true Get_Invite_Contact Get Invite Contact Email 0 0 true Source_Records_Valid Setup_Fault and Id EqualTo primaryContactId true

Id Email Name true Get_XP_Templates Get Published Opportunity XP Templates 0 0 true Count_Templates Setup_Fault 1 AND 2 AND 3 AND (4 OR 5) AND 6 AND 7 AND 8 AND 9 AND 10 AND 11 rooms__IsActive__c EqualTo true rooms__IsLatest__c EqualTo true rooms__TemplateStage__c EqualTo Publish rooms__Type__c EqualTo DataMergeTemplate rooms__IsDataMergeTemplate__c EqualTo true rooms__TargetObjectApiName__c EqualTo Opportunity rooms__XPTemplateId__c IsNull false rooms__XPTemplateRevisionId__c IsNull false rooms__ActiveContentVersionId__c IsNull false rooms__DataContextDefinition__c IsNull false rooms__DeveloperName__c EqualTo templateDeveloperName false

Id Name rooms__DeveloperName__c rooms__ActiveContentDocumentId__c rooms__ActiveContentVersionId__c Name Asc true Get_Published_Template_Version Check Exact Published Template Version 0 0 true Published_Version_Valid Setup_Fault and Id EqualTo Selected_Template.rooms__ActiveContentVersionId__c rooms__IsPublished__c EqualTo true true

Id Title ContentDocumentId rooms__IsPublished__c true Refresh_Invite_Contact Read Contact Email Before Sending or Retrying 0 0 true Email_Contact_Valid Email_Fault and Id EqualTo primaryContactId true

Id Email Name true Input_Invalid Source Record or Contact Needs Attention 0 0 false true false Input_Invalid_Details <h2>Check the Flow inputs and source records</h2>Supply an accessible Opportunity ID as recordId, an accessible Contact ID as primaryContactId, and the published template Developer Name as templateDeveloperName. The Contact must have a valid email address. No document was generated.Opportunity ID: {!recordId}Contact ID: {!primaryContactId}Template Developer Name: {!Safe_Template_Input}Flow interview: {!$Flow.InterviewGuid} DisplayText Finish true true Template_Invalid Published Template Needs Attention 0 0 false true false Template_Invalid_Details <h2>Exactly one eligible published template is required</h2>Matching templates: {!Template_Count}Check the Developer Name, Opportunity target, active/latest flags, Publish stage, Data Merge Template type, DCD, XP template references, and exact published ContentVersion. The published version must belong to the expected template File when that File reference is set. No document was generated.Opportunity ID: {!recordId}Contact ID: {!primaryContactId}Template Developer Name: {!Safe_Template_Input}Flow interview: {!$Flow.InterviewGuid} DisplayText Finish true true Setup_Fault Source or Template Read Fault 0 0 false true false Setup_Fault_Details <h2>A record lookup failed</h2>{!Safe_Flow_Fault}No document generation was requested. Check record access, field access, and the Flow inputs.Opportunity ID: {!recordId}Contact ID: {!primaryContactId}Template Developer Name: {!Safe_Template_Input}Flow interview: {!$Flow.InterviewGuid} DisplayText Finish true true Confirm_Generation Review Quote Generation 0 0 false true false Generate_XP_Document Confirm_Generation_Details <h2>Review the quote source and recipient</h2>Opportunity: {!Safe_Opportunity_Name}Template: {!Safe_Template_Name}Template Developer Name: {!Safe_Developer_Name}Template Content ID: {!Selected_Template.Id}Published template version: {!Get_Published_Template_Version.Id}Contact: {!Safe_Contact_Name}Email: {!Safe_Contact_Email}The published template supplies the Data Context Definition. The Opportunity supplies the record context. The PDF attaches to the Opportunity. The Contact becomes Signer 1 in the Experience.Confirm the required business approval before proceeding. Select Generate PDF once. The next screen lets you review the generated document before creating the Experience. DisplayText Generate PDF true true Generation_Failed Document Generation Not Confirmed 0 0 false true false Generation_Failed_Details <h2>Generation did not return a complete successful result</h2>Success: {!out_success}Message: {!Safe_Message}A successful result and an Instance Content ID are both required. Create Experience and email were skipped.Instance Content ID: {!out_contentRecordId}Exact PDF ContentVersion ID: {!out_contentVersionId}PDF ContentDocument ID: {!out_contentDocumentId}XP document ID: {!out_documentId}XP revision ID: {!out_revisionId}Rendered revision ID: {!out_renderedRevisionId}Source record ID: {!out_recordId}Attachment parent ID: {!out_parentId}File name: {!Safe_File_Name}Opportunity ID: {!recordId}Contact ID: {!primaryContactId}Template Developer Name: {!Safe_Template_Input}Flow interview: {!$Flow.InterviewGuid}Confirmed records can remain after an error. Flow Debug rollback does not remove these results. Inspect related Files, Content, Rooms, and iDialogue Events before another invocation. This screen does not repeat generation or Experience creation. DisplayText Finish true true Generation_Fault Generate XP Document Fault 0 0 false true false Generation_Fault_Details <h2>Generate XP Document raised a Flow fault</h2>{!Safe_Flow_Fault}Action Message, if returned: {!Safe_Message}Create Experience and email were skipped.Instance Content ID: {!out_contentRecordId}Exact PDF ContentVersion ID: {!out_contentVersionId}PDF ContentDocument ID: {!out_contentDocumentId}XP document ID: {!out_documentId}XP revision ID: {!out_revisionId}Rendered revision ID: {!out_renderedRevisionId}Source record ID: {!out_recordId}Attachment parent ID: {!out_parentId}File name: {!Safe_File_Name}Opportunity ID: {!recordId}Contact ID: {!primaryContactId}Template Developer Name: {!Safe_Template_Input}Flow interview: {!$Flow.InterviewGuid}Confirmed records can remain after an error. Flow Debug rollback does not remove these results. Inspect related Files, Content, Rooms, and iDialogue Events before another invocation. This screen does not repeat generation or Experience creation. DisplayText Finish true true Generation_Results Review the Generated Quote PDF 0 0 false true false Create_Experience Generation_Results_Details <h2>The quote PDF was generated</h2>Success: {!out_success}Message: {!Safe_Message}<a href="/sfc/servlet.shepherd/version/download/{!out_contentVersionId}" target="_blank" rel="noopener noreferrer">Open the exact generated PDF</a><a href="/{!out_contentRecordId}" target="_blank" rel="noopener noreferrer">Open generated Content</a>Check the quote values and Signer 1 signature fields. Select Create Experience once to prepare a document-only Experience for the Contact. This step does not send email.Instance Content ID: {!out_contentRecordId}Exact PDF ContentVersion ID: {!out_contentVersionId}PDF ContentDocument ID: {!out_contentDocumentId}XP document ID: {!out_documentId}XP revision ID: {!out_revisionId}Rendered revision ID: {!out_renderedRevisionId}Source record ID: {!out_recordId}Attachment parent ID: {!out_parentId}File name: {!Safe_File_Name} DisplayText Create Experience true true Create_Experience_Failed Experience Creation Not Confirmed 0 0 false true false Create_Experience_Failed_Details <h2>Create Experience did not return a complete successful result</h2>Success: {!xp_success}Message: {!Safe_Experience_Message}Success, Room ID, and invitation URL are all required. Email was skipped.Room ID: {!xp_roomId}Invitation URL: {!xp_inviteUrl}Instance Content ID: {!out_contentRecordId}Exact PDF ContentVersion ID: {!out_contentVersionId}PDF ContentDocument ID: {!out_contentDocumentId}XP document ID: {!out_documentId}XP revision ID: {!out_revisionId}Rendered revision ID: {!out_renderedRevisionId}Source record ID: {!out_recordId}Attachment parent ID: {!out_parentId}File name: {!Safe_File_Name}Opportunity ID: {!recordId}Contact ID: {!primaryContactId}Template Developer Name: {!Safe_Template_Input}Flow interview: {!$Flow.InterviewGuid}Confirmed records can remain after an error. Flow Debug rollback does not remove these results. Inspect related Files, Content, Rooms, and iDialogue Events before another invocation. This screen does not repeat generation or Experience creation. DisplayText Finish true true Create_Experience_Fault Create Experience Fault 0 0 false true false Create_Experience_Fault_Details <h2>Create Experience raised a Flow fault</h2>{!Safe_Flow_Fault}Action Message, if returned: {!Safe_Experience_Message}Email was skipped.Room ID: {!xp_roomId}Invitation URL: {!xp_inviteUrl}Instance Content ID: {!out_contentRecordId}Exact PDF ContentVersion ID: {!out_contentVersionId}PDF ContentDocument ID: {!out_contentDocumentId}XP document ID: {!out_documentId}XP revision ID: {!out_revisionId}Rendered revision ID: {!out_renderedRevisionId}Source record ID: {!out_recordId}Attachment parent ID: {!out_parentId}File name: {!Safe_File_Name}Opportunity ID: {!recordId}Contact ID: {!primaryContactId}Template Developer Name: {!Safe_Template_Input}Flow interview: {!$Flow.InterviewGuid}Confirmed records can remain after an error. Flow Debug rollback does not remove these results. Inspect related Files, Content, Rooms, and iDialogue Events before another invocation. This screen does not repeat generation or Experience creation. DisplayText Finish true true Review_Experience_Email Review and Send the Invitation 0 0 false true false Send_Experience_Email Review_Experience_Email_Details <h2>Review the Contact invitation</h2>Success: {!xp_success}Message: {!Safe_Experience_Message}Contact: {!Safe_Contact_Name}Current Contact email: {!Safe_Email_Recipient}<a href="/{!xp_roomId}" target="_blank" rel="noopener noreferrer">Open the Experience</a>Invitation: {!xp_inviteUrl}The email must contain this invitation URL. Send it only to this Contact. Check approval and the current user sender configuration. Select Send Email once. No PDF attachment or email activity logging is requested by this example. DisplayText Invite_Email_Subject String Your quote is ready for review and signature Email subject InputField UseStoredValues true Invite_Email_Body Default_Invite_Body Plain text email body: keep the invitation URL LargeTextArea UseStoredValues true Send Email true true Email_Fault Email Fault: Keep the Existing Experience 0 0 false true false Refresh_Invite_Contact Email_Fault_Details <h2>Email was not confirmed</h2>{!Safe_Flow_Fault}Experience Message: {!Safe_Experience_Message}Room ID: {!xp_roomId}Invitation URL: {!xp_inviteUrl}Check the Contact email and Salesforce sender settings. Check email activity before retrying an uncertain send. Select Review Email Again only after correcting the problem. This reads the Contact email again and reuses the existing invitation. Generation and Create Experience are not repeated. To stop, close this Flow. DisplayText Review Email Again true true Email_Recipient_Unavailable Contact Email Needs Attention 0 0 false true false Refresh_Invite_Contact Email_Recipient_Unavailable_Details <h2>The current Contact email is unavailable or invalid</h2>Contact ID: {!primaryContactId}Room ID: {!xp_roomId}Invitation URL: {!xp_inviteUrl}Correct the Contact email or access, then select Check Contact Again. Only the Contact lookup and email review are repeated. To stop, close this Flow. DisplayText Check Contact Again true true Email_Submitted Invitation Email Submitted 0 0 false true false Email_Submitted_Details <h2>The native Send Email action completed</h2>Recipient: {!Safe_Email_Recipient}Room ID: {!xp_roomId}Invitation URL: {!xp_inviteUrl}Check Salesforce email activity and delivery separately. Email submission does not confirm delivery, opening, or signature completion. The Contact uses the invitation to review and sign the quote. No generation, Experience creation, or email action is repeated here.Instance Content ID: {!out_contentRecordId}Exact PDF ContentVersion ID: {!out_contentVersionId}PDF ContentDocument ID: {!out_contentDocumentId}XP document ID: {!out_documentId}XP revision ID: {!out_revisionId}Rendered revision ID: {!out_renderedRevisionId}Source record ID: {!out_recordId}Attachment parent ID: {!out_parentId}File name: {!Safe_File_Name} DisplayText Finish true true 0 0 Valid_Inputs Draft Default_Invite_Body true Hello, Your quote is ready. Use this invitation link to review and sign the document: {!xp_inviteUrl} Thank you. recordId String false true false primaryContactId String false true false templateDeveloperName String false true false Selected_Template SObject false false false rooms__Content__c Template_Count Number false false false 0 out_success Boolean false false true out_message String false false true out_documentId String false false true out_revisionId String false false true out_contentRecordId String false false true out_contentDocumentId String false false true out_contentVersionId String false false true out_renderedRevisionId String false false true out_recordId String false false true out_parentId String false false true out_fileName String false false true xp_success Boolean false false true xp_message String false false true xp_roomId String false false true xp_inviteUrl String false false true