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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
  • 545 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

This topic has been closed for replies.
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