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Status Open for voting
Created by Brent Byhre
Created on May 6, 2024

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.

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  • Robert E
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    May 9, 2024

    This would be a helpful feature for us. Sometimes it is not possible to use Salesforce to calculate a condition as the data resides elsewhere.