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Matt Romeo

Matt Romeo

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\uD83D\uDCD8 Instructions

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Info

Account, Contact & Opportunity trigger logic has been implemented that creates Document Records automatically on the creation of the specified record if the criteria is met on the configured Document Type record.

When a new Account, Contact or Opportunity record is created.

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The trigger logic looks for Document Types that match the record that is being created and retrieves any Document Types that are set as Required = TRUE, these Document records are created automatically on the specified record.

For Example:

A Contact Record is created with RecordType.Name = Staff Contact.

  • This will retrieve Document Type records where:

    • Object = Contact

    • Record Type = Staff Contact

  • Document records for all Document Type records retrieved are then created and related to the Contact.

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