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Drawloop - DocGen Package pulls the incorrect Contact information

Issue

When running a Document Package the Contact selected is not the contact information being populated in the output document.

 

Resolution

This is typically seen when a relationship is set up between the Account and Contact objects.
This relationship is not needed because Account and Contact are Standard objects. The only time is relationship is required is when wanting to replicate the related list of contacts in the output file.

A manually created relationship will overwrite the contact selected on the Run DocGen page. 
If the manually created relationship between Account and Contact is necessary, an aliased relationship will be required.

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Version history
Revision #:
22 of 22
Last update:
‎02-02-2021 08:30 PM
Updated by:
 
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