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Join the text in the rows to a single cell separat...

Hi , I have a requirement in which I have rows of data coming from salesforce and I need to convert the column values to a single cell seperated by c...

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Using a Relationship for a Checkbox of Yes or No

Hello. I am fairly new at using DocGen through Salesforce. I have a question on the DocGen form I am preparing. It is in relation to a yes or no ch...

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Translate a numeric value into a checked box in a ...

Hi, I have a roll-up summary field on a Contracts object, that counts additional Sites who would be taking advantage of a Contract's pricing. The con...

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Salesforce DocGen Relationship Options Disappearin...

The issue I am having is that I create a Docgen Package, I select the following two relationships. After the initial creation though, wh...

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Removing decimals in word

Hi, I'm currently working on a form using order products from Salesforce. The order product doesn't allow the removal of decimals in SF, so I am ...

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Output filename on DDP record

Our existing Output Filename fields for DDPs are tagged in the following naming convention: DocuSign - <<Contact_LastName>>, <<...

  • By kadams
  • April 24, 2018  15:25
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Using SOQL to replicate tables and rows

I've used SOQL to successfully build a relationship between my main object and child objects through a junction object. Each of those children ha...

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DocGen Security

Hi Folks, I am hoping that someone could shed some light on this for me. We tried to get DocGen turned on at out company and the security group...

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Minimize spacing between copy type group

Is there a way to minimize spacing between groups in word? I have group type on quote line items, grouped by name because this seems to be the...

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SOQL query with Lead Owner

I am building a SOQL query that pulls Lead information from many records, to populate a Word document template. I am trying to filter the data by...

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Set the Description on Attachements

I'm looking to set the "Description" field on the attachment record when attaching a document to the Salesforce record it is run off of. My use ...

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Using drawloop delivery docusign, how can users ad...

I have set up an existing template which works great when I have 2 recipients in docusign and 2 in drawloop. In docusign before sending out the d...

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Email only.

How do you send an email without attachments? This post had a similar questian, but there wasn't a clear answer. Provided doc link doesn't work...

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Sending DDPs vi Email

Good Morning, I have a few questions, can a DDP send an email without a having an attachment? Also can you grab an attachment that has been u...

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Allow users to set dates prior to generating DDP?

Hi everyone, I currently have a DDP set up, which essentially pulls a Salesforce Opportunity report into Excel. The report has been configured...

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Single click button to run document package?

We're looking to have a single button on a custom Salesforce object that will run the specific document package we want instead of having to sele...

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IF condition to display a Table in Word document

Hi Team, In word document which we have prepared I want to use IF condition in such a way that if the condition is True then it displays a table...

  • By ppatel
  • September 12, 2017  06:05
  • 7332
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Duplicate api name

I have 2 fields with the same api name on an object, one coming from installed package and another one is custom. I tried referencing the field t...

  • By ctg
  • August 18, 2017  04:03
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Can I Exclude Some Opportunity Line Items from a M...

Our Opportunities in Salesforce sometimes have negative line item amounts. I would like to be able to exclude these from the drawloop merge. Is t...

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Honor Roll: August 2017

Each month, I like to highlight valuable community members and name them to a monthly honor roll. You, dear community member, are asked merely t...

  • By
  • August 07, 2017  12:40
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