Drawloop - Who Receives Notifications for Automated DocGen Runs?

  • 26 March 2021
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Topic

Which users receive email notifications when using the Mass or Automated DocGen Package features?

 

Instructions

1. Error notification for Automated Outbound Message DocGen Package:
  • The User to Send as indicated in the Outbound Message
  • The Owner of the DocGen Package record
  • Integration User in the DocGen Admin tab

 

2. Error notification for Automated Salesforce Flow DocGen Package:

  • The User who triggered the Flow from the record
  • The Owner of the DocGen Package Record

 

3. Notifications for Mass/Batch Generation
  • The User who generated the DocGen Package in Mass and the integration user (cc'd) will receive an email notification that the process has started.
  • The completed/error notifications will only go to the User who triggered the DocGen Package

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