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 case is a pdf that I am attaching to an Opportunity. I'd ...
Hey there,I have Docusign DDP tags in my contracts which provide the customers the designated spot/s for them to sign in.I'd like to add additional fields to my DDP templates where the customer should...
I have a few fields on my opportunity that have a check box next to them.If that check box is selected, I would like to add a sentence/paragraph to a word document.This is around services rendered. We...
I found <<Today>> in the markup, but that seems to only include the Date. I rather need the DateTime. What is the markupfor the currentDateTime rather than just a Date?
We intend to automate the generation of emails. No buttons for users to click. Once the data meets the correct criteria, the email is to be sent. Using Outbound Messages and workflow. To do this, I ne...
I am having issues with using Drawloop Next fields for email delivery. What are the parameters I can use to have a dynamic "To" address for each email delivery?
I'm seeking to use DrawLoop to generate documents that conform with my company's style guide. This includes using Word stationery with a specific nonstandard font (Cronos Pro). I have the font files a...