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Participant
October 18, 2016
Answered

How to auto populate Agreement Opportunity field, when clicking on Send for Signature button from Opportunity ?

  • October 18, 2016
  • 1 reply
  • 549 views

Hello,

for context purpose I wish that my agreement is linked to Opportunity (so displayed on Opportunuty.Agreement related list) whatever the Agreement status is.

The behaviour that I expect is screenshot with this post and can be sum up as followed :

- From Opportunity Layout, clicking on button "Send for signature" make land on Agreement layout with Opportunity field automatically fulfilled with Opportunity record from I clicked.

For Sales rep, it will help productivity because the agreement is automatically linked with Opportunity.

I dig about Merge mapping and Data mapping features but seems to not being useful for that behaviour.

Thanks for you help

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Correct answer AadeshSingh

Hi fredericgeof,

Create an Agreement template > under 'Referenced Objects' section , type the opportunity value = {!id} .

Now when you use this template and send agreements from Opportunities , the opportunity name will populate in Agreement Opportunity Field.

Regards,

Aadesh

1 reply

AadeshSingh
AadeshSinghCorrect answer
Participating Frequently
October 18, 2016

Hi fredericgeof,

Create an Agreement template > under 'Referenced Objects' section , type the opportunity value = {!id} .

Now when you use this template and send agreements from Opportunities , the opportunity name will populate in Agreement Opportunity Field.

Regards,

Aadesh