No ratings

Drawloop – Service Console and DocGen Package with Form Steps not loading

Issue

When using the Service Console or Lightning Console - Custom redirect behavior does not create a sub-tab causing DocGen Form Steps to refresh the Console instead of loading the expected Forms.

 

Note: This would occur for any redirects such as Email preview or Embedded Signing.

Below is the solution for all but specifies the Form Step Use-Case:

 

Drawloop DocGen is designed to work in the service console in a sub-tab as pictured below. This behavior can be seen with our standard URL button:

Drawloop Form _ Salesforce-001260.png

 

If redirecting via custom code and not specifying a subtab behavior – the console will refresh rather than load the Form Step interface. 

Drawloop _ Salesforce-001259.png

 

Error Code

None - The Console refreshes after clicking run 

Resolution

 

Additional Information

  • Form Steps are currently not supported in the Lightning Component.
  • Please post any additional use case functionality on our Uservoice page.

 

Related Links

Labels: (1)
Version history
Last update:
a week ago
Updated by:
Contributors