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Email Delivery on a custom Object

  • 13 November 2020
  • 3 replies
  • 64 views
S
Badge +1

Hi,

 

I have setup a custom button for a custom object list view to mass generate documents for email delivery. I have setup a relationship between the custom object and the contact object but when i go to create the documents it is not finding the relationship and wont let me create the mass generation. Any idea where i am going wrong?

 

Thanks 

Stephen

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Best answer by leighburke 16 November 2020, 04:51

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3 replies

L
Userlevel 5
Badge +13

@Sgarvey You need to pass the contact id in the url, usually I recommend just have a formula field on the object to pull the id.


 


 


Then in your button you will need pass the contact field parameter below.



 

 

 

 


 

S
Badge +1

@leighburke yes that worked perfectly thank you so much. Another quick question, can you use the lightening component on the record for email delivery on a custom object?


 


When i go to send a single email there is no way to add a contact.


 


Thanks 


Stephen

L
Userlevel 5
Badge +13

@Sgarvey  You can use tags on the delivery option to set the contact dynamically, if you need to select from a list of contacts then you would need to use a button.

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