5 Replies Latest reply on Nov 15, 2016 6:37 AM by hanaha9088878

    How do I populate multiple rows in my agreement from a custom object

    thegreenhouse Level 1

      My agreements are for services. Often customers have >1 service on their account.

      Each service is stored as a record on a custom object.

      I want to send a single agreement that has a table containing a row for each service they have.

      I also pull information from other objects to populate my document.




      How do I populate multiple records (rows) of data onto a tagged document?

      Which object do I use as my Master Object - Standard Account Object or my customer object?


      Untitled drawing.jpgSimonESATS