Adding GenerateDocumentsRecord Component to a Lightning Page – Aveneer

The Aveneer application offers a possibility to generate documents through a “GenerateDocumentsRecord” component. It is accessible in the form of an action button or directly on a record page. Manual configuration is required.

Action button

Go to Setup -> Object Manager -> selected Object -> Buttons, Links, and Actions -> New Action.
Populate required fields as in the example below:

Next, while still on the Object Manager page, go to the Page Layouts section and open the appropriate page layout.
From “Mobile & Lightning Actions” select the new button and drag it onto the “Salesforce Mobile and Lightning Experience Actions” section of the layout. Save changes.

Directly on a record page

While being on the selected object’s record page click on the gear icon and select Edit Page. The user will be redirected to the Lightning App Builder page.
From the Components (Custom – Managed) section located on the left side of the screen select GenerateDocumentsRecord and drag it onto the record page. Save changes.