pescjj
Member since ‎10-11-2017
Design Dabbler

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How to include a document in a DDP based on multip...

Hello, I have a document that I only want to be included in the doc package when a field from an object has a certain value (Account.AnnualReve...

  • By pescjj
  • November 06, 2019  08:19
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Can we bring back data from Salesforce to populate...

Our Opportunities have a one to many relationship with a custom Equipment object. Each Equipment object has a Vendor Account field which is a loo...

  • By pescjj
  • October 11, 2017  06:39
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Migration Not Migraine

All of your documents are tagged, delivery options have been configured, now it's time to move that newly created Drawloop Document Package from ...

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