Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This page describes the details of DocuFlow buttons and where to find them.Example

In this example we have a button called Letter. The button is available on the Account Page and calls the template ENLetter combined with the document profile Letter:

  • Image Added

Name

The name of the button on the record detail page:

Image Added

Object Type

The name of the Object in Salesforce:

Image Added

Document Profile

The Link Id of the Document Profile:

Image Added

Template

The Link code of the template:

Image Added
Tip

Tip

The default template selection is the last one used. Use {EMPTY} to override this.

Template Categories

The Link Id of the document category:

Image Added