Box Doc Gen Toolkit - Box Dev Docs

The DocGenToolkit class provides a comprehensive interface for Box Document Generation operations within the Salesforce managed package. This class handles document generation requests, template management, and batch processing for creating documents from templates.

Class signature

Global with sharing class DocGenToolkit

Constructor

`DocGenToolkit()`

Default constructor for creating a new instance of the DocGenToolkit.

DocGenToolkit toolkit = new DocGenToolkit();

Document generation methods

`submitDocGenBatch`

Submits a document generation batch request to Box.

Parameter	Type	Description
`docGenRequest`	`DocGenRequest`	The request object containing all necessary parameters for doc generation.

Returns:

DocGenResponse - The response containing batch information and status.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
DocGenRequest request = new DocGenRequest();
request.file.Id = '123456789';
request.destination_Folder.Id = '987654321';
request.output_type = 'pdf';
DocGenResponse response = toolkit.submitDocGenBatch(request);
System.debug('Batch ID: ' + response.id);

`GenerateDocGenForRecords` with template code

Generates documents for multiple records using a template by ID and template code.

Parameter	Type	Description
`recordIds`	`List<String>`	List of Salesforce record IDs to generate docs for.
`templateId`	`String`	The ID of the `DocGen_Template__c` record.
`templateCode`	`String`	The code identifier for the template.

Returns:

List<DocGenResponse> - List of responses for each document generation request.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
List<String> recordIds = new List<String>{'001XXXXXXXXXXXXXXX', '001YYYYYYYYYYYYYYY'};
String templateId = 'a0XXXXXXXXXXXXXXX';
String templateCode = 'INVOICE_TEMPLATE';
List<DocGenResponse> responses = toolkit.GenerateDocGenForRecords(recordIds, templateId, templateCode);
for (DocGenResponse response : responses) {
    System.debug('Generated document: ' + response.id);
}

`GenerateDocGenForRecords`

Generates documents for multiple records using a template by ID only.

Parameter	Type	Description
`recordIds`	`List<String>`	List of Salesforce record IDs to generate docs for.
`templateId`	`String`	The ID of the `DocGen_Template__c` record.

Returns:

List<DocGenResponse> - List of responses for each document generation request.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
List<String> recordIds = new List<String>{'001XXXXXXXXXXXXXXX'};
String templateId = 'a0XXXXXXXXXXXXXXX';
List<DocGenResponse> responses = toolkit.GenerateDocGenForRecords(recordIds, templateId);
System.debug('Generated ' + responses.size() + ' documents');

`GenerateDocGenForRecords` with folder override

Generates documents for multiple records with an optional folder override.

Parameter	Type	Description
`recordIds`	`List<String>`	List of Salesforce record IDs to generate docs for.
`templateId`	`String`	The ID of the `DocGen_Template__c` record. Can be `null` if `templateCode` is provided.
`templateCode`	`String`	The code identifier for the template. Can be `null` if `templateId` is provided.
`folderIdOverride`	`String`	Optional folder ID to override the default destination folder.

Returns:

List<DocGenResponse> - List of responses for each document generation request.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
List<String> recordIds = new List<String>{'001XXXXXXXXXXXXXXX', '001YYYYYYYYYYYYYYY'};
String templateId = 'a0XXXXXXXXXXXXXXX';
String folderOverride = '123456789';
List<DocGenResponse> responses = toolkit.GenerateDocGenForRecords(recordIds, templateId, null, folderOverride);
for (DocGenResponse response : responses) {
    System.debug('Document generated in folder: ' + response.id);
}

Utility methods

`generateFileName`

Generates a file name by replacing template variables with actual data values.

Parameter	Type	Description
`fileName`	`String`	The template file name containing variables in `{{field.subfield}}` format.
`data`	`Map<String, Object>`	Map containing the data to substitute into the file name.

Returns:

String - The generated file name with variables replaced.

Template variable format:

Use {{Object.Field}} syntax to reference Salesforce object fields.
Supports nested object references like {{Account.Name}}.

Example:

String templateFileName = 'Invoice_{{Account.Name}}_{{Opportunity.StageName}}.pdf';
Map<String, Object> data = new Map<String, Object>{
    'Account' => new Map<String, Object>{'Name' => 'Acme Corp'},
    'Opportunity' => new Map<String, Object>{'StageName' => 'Closed Won'}
};
String generatedFileName = DocGenToolkit.generateFileName(templateFileName, data);
// Result: 'Invoice_Acme Corp_Closed Won.pdf'

Batch management methods

`getDocGenBatch`

Retrieves information about a document generation batch by its ID.

Parameter	Type	Description
`batchId`	`String`	The ID of the batch to retrieve info for.

Returns:

DocGenResponse - The response containing batch status and details.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
String batchId = 'batch_123456789';
DocGenResponse batchInfo = toolkit.getDocGenBatch(batchId);
System.debug('Batch status: ' + batchInfo.status);
System.debug('Total documents: ' + batchInfo.total_count);

`getDocGenBatchByURL`

Retrieves document generation batch information by URL endpoint.

Parameter	Type	Description
`endpoint`	`String`	The URL endpoint to retrieve batch information from.

Returns:

DocGenResponse - The response containing batch information.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
String endpoint = 'https://api.box.com/2.0/document_generation_batches/batch_123456789';
DocGenResponse batchInfo = toolkit.getDocGenBatchByURL(endpoint);
System.debug('Batch status: ' + batchInfo.status);

Template management methods

`createTemplate` from file ID

Creates a template from a Box file by its ID.

Parameter	Type	Description
`fileId`	`String`	The Box file ID to mark as a template.

Returns:

DocGenTemplateResponse - The response containing template information.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
String fileId = '123456789';
DocGenTemplateResponse templateResponse = toolkit.createTemplate(fileId);
System.debug('Template created with ID: ' + templateResponse.id);

`createTemplate` from request object

Creates a template from a Box file using a custom template request.

Parameter	Type	Description
`templateRequest`	`DocGenTemplateRequest`	The request object containing template configuration.

Returns:

DocGenTemplateResponse - The response containing template information.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
DocGenTemplateRequest request = new DocGenTemplateRequest('123456789');
request.name = 'Invoice Template';
request.description = 'Template for generating invoices';
DocGenTemplateResponse response = toolkit.createTemplate(request);
System.debug('Template created: ' + response.id);

`deleteTemplate`

Deletes a template from Box by its file ID.

Parameter	Type	Description
`fileId`	`String`	The Box file ID of the template to delete.

Returns:

DocGenTemplateResponse - The response confirming the deletion.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
String fileId = '123456789';
DocGenTemplateResponse response = toolkit.deleteTemplate(fileId);
System.debug('Template deleted successfully');

`getJobsForTemplate`

Retrieves all jobs associated with a template record.

Parameter	Type	Description
`templateRecordId`	`Id`	The Salesforce ID of the `DocGen_Template__c` record.

Returns:

DocGenResponse - The response containing job information for the template.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
Id templateRecordId = 'a0XXXXXXXXXXXXXXX';
DocGenResponse jobsResponse = toolkit.getJobsForTemplate(templateRecordId);
System.debug('Found ' + jobsResponse.total_count + ' jobs for template');

Tag management methods

`getTags`

Retrieves available tags for a template by its ID.

Parameter	Type	Description
`templateId`	`String`	The Box template ID to get tags for.

Returns:

DocGenTagsResponse - The response containing available tags.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
String templateId = 'template_123456789';
DocGenTagsResponse tagsResponse = toolkit.getTags(templateId);
System.debug('Available tags: ' + tagsResponse.tags);

`getTagsByURL`

Retrieves available tags for a template by URL endpoint.

Parameter	Type	Description
`endpoint`	`String`	The URL endpoint to retrieve tags from.

Returns:

DocGenTagsResponse - The response containing available tags.

Example:

DocGenToolkit toolkit = new DocGenToolkit();
String endpoint = 'https://api.box.com/2.0/document_generation_templates/template_123456789/tags';
DocGenTagsResponse tagsResponse = toolkit.getTagsByURL(endpoint);
System.debug('Available tags: ' + tagsResponse.tags);

Common usage patterns

Basic document generation

// Initialize the toolkit
DocGenToolkit toolkit = new DocGenToolkit();

// Generate documents for multiple records
List<String> recordIds = new List<String>{'001XXXXXXXXXXXXXXX', '001YYYYYYYYYYYYYYY'};
String templateId = 'a0XXXXXXXXXXXXXXX';
List<DocGenResponse> responses = toolkit.GenerateDocGenForRecords(recordIds, templateId);

// Process the responses
for (DocGenResponse response : responses) {
    if (response.status == 'success') {
        System.debug('Document generated successfully: ' + response.id);
    } else {
        System.debug('Document generation failed: ' + response.error);
    }
}

Template creation and management

DocGenToolkit toolkit = new DocGenToolkit();

// Create a template
String fileId = '123456789';
DocGenTemplateResponse templateResponse = toolkit.createTemplate(fileId);

// Get jobs for the template
Id templateRecordId = 'a0XXXXXXXXXXXXXXX';
DocGenResponse jobsResponse = toolkit.getJobsForTemplate(templateRecordId);

// Delete the template when no longer needed
DocGenTemplateResponse deleteResponse = toolkit.deleteTemplate(fileId);

Batch monitoring

DocGenToolkit toolkit = new DocGenToolkit();

// Submit a batch
DocGenRequest request = new DocGenRequest();
// ... configure request ...
DocGenResponse response = toolkit.submitDocGenBatch(request);

// Monitor the batch
String batchId = response.id;
DocGenResponse batchInfo = toolkit.getDocGenBatch(batchId);

// Check status
if (batchInfo.status == 'completed') {
    System.debug('Batch completed successfully');
} else if (batchInfo.status == 'failed') {
    System.debug('Batch failed: ' + batchInfo.error);
}

Error handling

When using the DocGenToolkit, handle potential errors as shown below:

try {
    DocGenToolkit toolkit = new DocGenToolkit();
    List<DocGenResponse> responses = toolkit.GenerateDocGenForRecords(recordIds, templateId);
    for (DocGenResponse response : responses) {
        if (response.error != null) {
            System.debug('Error: ' + response.error);
        }
    }
} catch (Exception e) {
    System.debug('Exception occurred: ' + e.getMessage());
}

DocGenRequest - Request object for document generation.
DocGenResponse - Response object containing batch information.
DocGenTemplateRequest - Request object for template creation.
DocGenTemplateResponse - Response object for template operations.
DocGenTagsResponse - Response object for tag operations.
DocGen_Template__c - Custom object for storing template metadata.

​Class signature

​Constructor

​DocGenToolkit()

​Document generation methods

​submitDocGenBatch

​GenerateDocGenForRecords with template code

​GenerateDocGenForRecords

​GenerateDocGenForRecords with folder override

​Utility methods

​generateFileName

​Batch management methods

​getDocGenBatch

​getDocGenBatchByURL

​Template management methods

​createTemplate from file ID

​createTemplate from request object

​deleteTemplate

​getJobsForTemplate

​Tag management methods

​getTags

​getTagsByURL

​Common usage patterns

​Basic document generation

​Template creation and management

​Batch monitoring

​Error handling

​Related classes

Class signature

Constructor

`DocGenToolkit()`

Document generation methods

`submitDocGenBatch`

`GenerateDocGenForRecords` with template code

`GenerateDocGenForRecords`

`GenerateDocGenForRecords` with folder override

Utility methods

`generateFileName`

Batch management methods

`getDocGenBatch`

`getDocGenBatchByURL`

Template management methods

`createTemplate` from file ID

`createTemplate` from request object

`deleteTemplate`

`getJobsForTemplate`

Tag management methods

`getTags`

`getTagsByURL`

Common usage patterns

Basic document generation

Template creation and management

Batch monitoring

Error handling

Related classes