Automatically Creating Documents with Triggers

**Note: You can now use the Process Builder to automatically generate documents. You do not need to use this functionality anymore. See: https://webmerge.zendesk.com/hc/en-us/articles/213187183-Automatically-Generate-Docs-with-Process-Builder

 

With WebMerge you can automatically have a WebMerge Mapping generate a document when specific criteria are met.

 

 

Evaluate the following rule when a records is:

·         Created - this will evaluate the rule every single time a record is created. If the rule criteria are met, the document will be created.

·         Created, and every time it’s edited - this will evaluate the rule every single time a record is created and every single time the record is edited. If the rule criteria are met, the document will be created.

·         Created, and any time it’s edited to subsequently meet criteria – this option will evaluate the rule every time a record is created any every time the record is edited and did not previously meet the criteria.

 

Once you’ve selected the evaluation criteria, you can select up to four criteria that must be met in order for the document to be generated automatically. You have access to the fields on the Salesforce Object that you selected when creating the WebMerge Mapping as well as fields from parent objects like Owner.Name or Account.Name.

Triggers for Non-Standard and Custom Objects

By default, triggers exist for Account, Case, Contact, Lead, and Opportunity objects. If you'd like to add triggers for other objects, you must create the Apex Triggers under Setup > Develop.

Click here to read more about how to create triggers for Custom Objects.

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