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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

Can a document package be tracked to determine usage?

We would like to know how frequently certain document packages are used. These packages do not store the document in a common folder. Is there any way to determine how many times a package is used in ...

• Labels:
• Analytics
• Document Generation

Trouble Tagging Task Related To Field

I am creating a form that will be associated with the Task object. I have a relationship between the Task and the Account because the tasks will be on the accounts. On the form, I'm trying to pull in ...