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Search results: Documents

Showing 6 of 167

Allow more than 5 conditions in relationship filters

I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...
John McOrmond 11 months ago in Documents / DDP Management and Creation 0 Open for voting

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.
Guest over 2 years ago in Documents 0 Open for voting

Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select ...
Guest almost 4 years ago in Documents / Lightning Experience 2 Open for voting

prevent unhandleable attachments from appearing in list of ad hoc files

allow user to filter available/required 'ad hoc' object types (i.e., files vs feed item). As it is, the checkbox list of available attachments that DocGen provides includes unhandleable object types that cause errors when selected. E.g.:"No Unknow...
Guest over 3 years ago in Documents / Setup and Configuration 0 Open for voting

Support the NOT filter in Snippet Groups

Support the NOT filter in Snippet Groups - so the logic can be (" Is Blank " NOT 1 )or add an (IS NOT BLANK) list value
Brent Byhre almost 2 years ago in Documents / Component Library 0 Open for voting

Option for filtering the list of Contacts

On the Run DDP page, I would like to see only the primary contact(s), not all the contacts that are related to an Account.
Mohammad Razzak over 2 years ago in Documents / Setup and Configuration 0 Open for voting