User Profile

Can I use date fields in a form to update Salesforce date fields via an insert-update

I have a form in my DocGen package that asks for 2 date values. I'd like to use an insert-update to pass the date values from the form into the Salesforce date fields.However, it does not appear to be...

DocGen Lightning Component - Form fields

I have several document packages that have form fields. But these document packages not available in the lightning component.Is it on the roadmap to add forms to the lightning component?lightning#

• Labels:
• Document Generation

On the filter section of a DDP detail, can I add an "OR" statement to a DDP filter bu

I am using a custom button to create DDPs with this URL: /apex/loop__looplus?eid={!Opportunity.Id}&accountId={!Opportunity.AccountId}&sessionId={!$Api.Session_ID}&filter={!Opportunity.Type...

DocuSign Delivery Method - DocuSign password?

When I set DocuSign as a delivery option in the Drawloop DDP, the user has to enter their password every time that they use that delivery method. Is there a way to configure this so that the user does...

Copy type of "Group"

Can you provide an example of a use case for a relationship with a copy type of "Group?" I'm not sure how to correctly configure a relationship that uses this copy type.If it helps, this is my use cas...