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How to add Keep Word Formulas to the DocGen Package Layout

Topic

How to add the "Keep Word Formulas" option to the Document Package Layout

Instructions

 
Adding 'Keep Word Formulas' field to the Document Package Layout:
  1. Navigate to Salesforce Setup
  2. In classic = (quick search "Objects")  | Lightning = Click 'Object Manager'  Search 'DocGen Package'
  3. Find the Page Layout section and choose the desired layout.
  4. Under Fields  search for 'Keep Word Formulas'
  5. Navigate back to the Document Package and Check this checkbox.
User-added image

 

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Version history
Revision #:
64 of 68
Last update:
3 weeks ago
Updated by: