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Drawloop - Unable to see the option for - Specify the contact to use for the Document Package

  • March 26, 2021
  • 0 replies
  • 91 views

KB_Admin
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Issue

When trying to run a custom object Document Package, the option to select a contact to use is not available in the Document Package page layout.

 

Resolution

Add the contact parameter in the "Run Document Package" button:

  1. Navigate to the Test Record (View Fields > Buttons, Links, and Actions).
  2. Edit on “Run Document Package” button.
  3. Add the following parameter: &accountId=[Account ID] or &opportunityId=[Opportunity ID]


For example, if a custom object is called “Country__c” then the button code behind should look as follows:

/apex/loop__looplus?sessionId={!$Api.Session_ID}&eid={!Country__c.Id}&accountId={!Country__c.AccountID__c}

 

Additional Information

The contact is not associated automatically for custom objects.