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Drawloop - Get DocGen Package Details


How to get DocGen Package Details using a Relationship.


The 18 Character Record ID will be required. To locate this {Id} use the SOQL below in the Salesforce Developer Console:
SOQL: SELECT Id, Name FROM Loop__DDP__c 

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Create an Unrelated / Stand Alone Data Relationship:

1. Relationship (What you want) = DocGen Package
2. Filter Criteria = Record ID equals {Hardcoded 18 Character Record Id}
NOTE: This Record ID will need to be updated if the DocGen Package is migrated from a Sandbox

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3. Now the Field Tagger will display Tags for the DocGen Package:

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Version history
Revision #:
10 of 14
Last update:
3 weeks ago
Updated by: