Single click button to run document package?

  • 14 September 2017
  • 2 replies
  • 15 views

We're looking to have a single button on a custom Salesforce object that will run the specific document package we want instead of having to select the doc from a list. Is this possible? I tried the button wizard and I've tried looking through the documentation, but can't seem to figure this out. 


2 replies

Userlevel 4
Badge +8

Hey ‌,

Yes, it is possible using the Button Wizard, you'll want to put the Document Package Id into the Document Package Id field on the Button Wizard. If you want to auto run as well click the Auto Run check box.

Cheers,

Ryan

This was definitely the step I was missing. I'll give this a try. Thanks, Ryan!

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