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ArticlesFFA/PSA: How To Find Link To Output Builder Documentation

Knowledge Article

FFA/PSA: How To Find Link To Output Builder Documentation

  • Aug 11, 2017
  • Knowledge

Title
FFA/PSA: How To Find Link To Output Builder Documentation
URL Name
FFA-PSA-How-To-Find-Link-To-Output-Builder-Documentation

Product Area
Documentation
Release Version
Environment
  • Certinia Accounting and Professional Services Automation
  • Any Version
Additional Notes
  • Once Output Builder has been installed and configured, Certinia has an HTML template that can be used as the basis for generating the status report
  • The HTML will need to be modified in order to customize the status report to meet user's custom needs
  • The project status report is associated with a package called Output Builder. 
  • Certinia Output Builder provides a simple mechanism that allows users to send HTML, Word, PDF formatted emails and attachments containing Certinia or Salesforce data.
  • With Output Builder, user can create and customize output templates to share data in the format they want.
  • Output Builder stores output on the source record so user can view the information sent to a contact.
  • User can use Certinia Output Builder to create professional status reports for their projects. For instance: 
    • In Certinia Professional Services Automation (PSA), user can create a project summary with timecards that user can email to a group of people.
  • User can also use Output Builder to: 
    • Generate email containing information located in any Salesforce, PSA or custom object. 
    • Implement professional HTML email templates. 
    • Define values for specific parameters. 
    • View email history directly from a tab or related list that user adds to their object. 
    • Create multiple-level output lists. 
    • Generate batches of reports. 
    • Set approval processes on reports. 
Procedure
Objective
  • Find link to Output Builder documentation
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Knowledge:FFA/PSA: How To Find Link To Output Builder Documentation