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?
Solved! Go to Solution.
@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.
@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.