I have a request to create a package where the end user will normally want to have a case created by the package. However, there will be some instances when a case will not be needed. Is there a simpl...
I am creating a DocGen that requires three separate fields where the user completing the form can select one of more values. The problem is the values are state names, all 50. When using the inline op...
I am creating a package on the Account object and need to pull information from the Account Assignment related list and am running into a problem. I've searched and read several articles & how-tos...
I have a requirement to allow users to attach a file from their desktop when completing a form instead of completing a field. This would allow the user with a long list of accounts to attach an Excel ...
I am using DocGen version 14.4.0, Salesforce classic and have experienced the same issue in both FireFox and Chrome.I have a complete Document Package that works perfectly. However, the requestor has ...
We would like to know how frequently certain document packages are used. These packages do not store the document in a common folder. Is there any way to determine how many times a package is used in ...
I am creating a form that will be associated with the Task object. I have a relationship between the Task and the Account because the tasks will be on the accounts. On the form, I'm trying to pull in ...