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How can I restrict the In Person Signer from receiving an email with signed attachment if a SF Account is equal to a specific value?

Question asked by sgenesse on Sep 14, 2016

Good afternoon,

 

I’m looking for assistance on reconfiguring existing DDP’s.

 

Below is an example of my Work Order object (SVMXC__Service_Order__c):

 

I’m not sure if this may be handled by the Button and/or Delivery option.

 

 

Custom Button Link:

 

Label:  Print Service Report

 

/apex/loop__looplus?sessionId={!$Api.Session_ID}&eid={!SVMXC__Service_Order__c.Id}&filter={!SVMXC__Service_Order__c.Email_Integrator__c}Service&servcont_Name={!SVMXC__Service_Order__c.SVMXC__Contact__c}&servcont_email={!SVMXC__Service_Order__c.Contact_Email__c}

 

 

Delivery Option:  Send for e-Signature

 

Recipients:

 

1 = In Person Singer – for Work Orders with an Account name that begins with “ABC” we don’t want to send an email to the In Person Signer

2 = Carbon Copy  - will be sent

 

I played around with checking the “Signing Preview and Edit” which would allow the end user to remove the In Person Signer, though I  don’t want the end user to have to put any thought into this task, and also errors can be made upsetting our customers, when they don’t want the singer to receive a copy of the report in the first place.

 

 

What is the approach to handling this type of scenario?

 

 

 

Thank you,

Sonia 

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