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May 13, 2015
Question

Can we update the Names__c field of object A as a result of concatenation of variables in in PDF

  • May 13, 2015
  • 0 replies
  • 239 views

Please confirm the feasibility of implementing below pointers in EchoSign Salesforce AppExchange product-

1- Scenario 1-

a. Agreement is having lookup of an object A.

b. Object A is having 1 field (i.e. Names__c) that is being used to be updated with the help of data mapping.

c. We are having several variables in Agreement's PDF binded at runtime. (e.g. {{c_name_1}}, {{c_name_2}}, {{c_name_3}} etc.)

Query- Can we update the Names__c field of object A as a result of concatenation of variables in in PDF.

for e.g.- if the values in variables are - {{c_name_1}} = "Salesforce"

{{c_name_2}} = "Adobe"

{{c_name_3}} = "Echosign"

then can we get "Salesforce, Adobe, Echosign" value in Names__c field of object A.

2- Scenario 2-

Currently EchoSign updates the values(using data mapping) in Salesforce that are entered in Agreement's PDF based on the lookup of that object X on Agreement.

Is it possible in echosign to update the values of child object records (Y1,Y2,Y3 etc.) if we are having lookup of parent record (X1) on agreement and there can be n number of child records for that parent record? [where X being the parent object with X1 is the record and Y being the child object of X with Y1, Y2, Y3 being the records on child object Y.]

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