+1I am updating multiple fields on Create/Edit Records option.
The text field populates without any issues, the Date fields are not, I tried using just a basic TODAY() function, different field mappings, it just not populating:
Am I missing anything?
Thank you!
Best answer by Brent_Doc
Hi
From what I see - the root of the issue will be the check box ‘Run at Beginning’
When using the ‘Run at Beginning’ feature, this occurs before the data has been compiled for any <<tags>> . If you uncheck this, It will update the information on the record after the successful Document Generation and the dynamic tags will populate.
The only other gotcha around Dates and insert updates may be the format Salesforce wants data to be in. Similar to this article: ( feel free to try the tags you already have and adjust to similar tags in the article if needed)
Hope that helps and should get you to the next step
Brent
+12Hi
From what I see - the root of the issue will be the check box ‘Run at Beginning’
When using the ‘Run at Beginning’ feature, this occurs before the data has been compiled for any <<tags>> . If you uncheck this, It will update the information on the record after the successful Document Generation and the dynamic tags will populate.
The only other gotcha around Dates and insert updates may be the format Salesforce wants data to be in. Similar to this article: ( feel free to try the tags you already have and adjust to similar tags in the article if needed)
Hope that helps and should get you to the next step
Brent
+1Thank you
Thank you for your help!
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