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How to add related list's fields of a custom object linked to Agreement object in Salesforce?

New Here ,
Feb 18, 2020

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Hello,

 

I am ne to Adobe Sign and I am trying to create a document for sending for signature through Adobe Sign.

The document needs to have all the related list values from custom object's record as well. How can we add related list fields in the merge mapping so that it can be populated in the document to be sent?

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Adobe Sign forms, Manage documents, Send documents

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35

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How to add related list's fields of a custom object linked to Agreement object in Salesforce?

New Here ,
Feb 18, 2020

Copy link to clipboard

Copied

Hello,

 

I am ne to Adobe Sign and I am trying to create a document for sending for signature through Adobe Sign.

The document needs to have all the related list values from custom object's record as well. How can we add related list fields in the merge mapping so that it can be populated in the document to be sent?

Topics

Adobe Sign forms, Manage documents, Send documents

Views

36

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

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