User Profile

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

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