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Used for creating a document on a record. The type of document creation will involve installation onto your "master" table that will open up a new tab/pop-up and has the ability to show you the document in your browser after it is generated. This is typically used for creating a single document. However, with the addition of a "&msqry" parameter (see Formula URL details), you can create up to 50 documents with one button click. Note: As part of this installation, there is an option to create document(s) automatically, i.e. no button click. Maybe when a record gets saved, you may want to create a document. To accomplish this, use the Batch Arguments field ("What gets installed" help page) and an Email Notification to "trigger" the document(s) creation.
Typically used for creating many documents, i.e. more than 50. This installation involves 2 new tables. The first will be used as a "control" table, meaning it can drive the creation of documents from any other table within the app. For example, you might need to create project-based documents for ALL projects. Instead of invoking the creation of a specific project, use this control table to create for ALL projects. The second table is a log reflecting the status of the document creation run. Note: This installation uses the Batch Arguments field ("What gets installed" help page) and an Email Notification to "trigger" the document(s) creation.