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DocGen where creating a case is optional

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...

• Labels:
• DocGeneration

Force Wrapping of Checkbox Values

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...

• Labels:
• DocGeneration

Error when attempting to use a related list relationship

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...

• Labels:
• DocGeneration
• Forms

Adding Attachments to a Form

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 ...

Unable to Add Note Field to DocGen Form

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 ...

• Labels:
• DocGen
• Forms