0 Replies Latest reply on Jul 20, 2016 10:38 AM by jennifero97577417

    Recipient not populating on EchoSign Agreement

    jennifero97577417 Level 1

      I am using a formula field that appears when criteria on the Agreement are met.  The code is below:

       

      IF (

       

      AND(ISPICKVAL(Apttus__Status_Category__c,"In Authoring"),    NOT(ISBLANK( Provider_UPMC_Signer__c)),  RecordType.DeveloperName = "Shared_Savings" ),

         

          

      HYPERLINK("/apex/Apttus_Echosign__SelectAttachment?targetPageURL=/apex/echosign_dev1__Agre ementTemplateProcess?masterid=" & Provider__c & "&templateId=a02F0000007OiLG&AccountID=" & Provider__c & "&" & id   , IMAGE("/resource/Apttus_Echosign__eSignature","Send To Other Party For eSignatures"), "_self"),  null)

       

      The url works find but does not pull up the predefined template.  Client wants to be able to send to multiple contacts on the Account.  I setup a template with Add Recipient record for All Account Contact Roles.

       

      When I get to the EchoSignAgreementAdvanced - I am not seeing my template.