Vlocity Document Generation

Step 1: Create Dataraptor Post and Dataraptor Transform for the source of data for the document.

Note: For DR extract always just use 1 dynamic variable "Id" in filter condition

Step 2: Create a word Document with merge fields (Reference)

Step 3: Create Document Template (vlocity_cmt__DocumentTemplate) and configure document type

Step 4: Create OmniScript and DR to extract Document details something like given below

{
  "DocumentTemplate": {
    "DocumentGenerationMechanism": "VlocityClientSide",
    "Active": true,
    "TemplateType": "Microsoft Word .DOCX Template",
    "Name": "Seacom Quote Document",
    "Id": "a6DHu0000019SPTMA2"
  }
}

Step 5: In OS Step use LWC component that ends like "OsDocxGenerateDocument" , it can be differemt for org depending upon industry

{
  "customAttributes": [
    {
      "name": "context-id",
      "source": "%QuoteId%"
    },
    {
      "name": "selected-template",
      "source": "%selectedTemplate%"
    },
    {
      "name": "debug",
      "source": "false"
    },
    {
      "name": "document-title",
      "source": "%documentTitle%"
    }
  ]
}

For selectedTemplate

"selectedTemplate": {
      "Name": "%DocumentTemplate:Name%",
      "VersionNumber": 1,
      "DocumentGenerationMechanism": "VlocityClientSide",
      "TemplateType": "%DocumentTemplate:TemplateType%",
      "Id": "%DocumentTemplate:Id%",
      "Select": true
    }

Configure the mapping which are obtained from DR extract of Document template before the generate document step