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
Delivery Option: Send for e-Signature
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?