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mowens@asuragen.com Virtualforce coding for attached document approval
We would like to use our Conga generated document, located in the Notes and Attachents of an Opportunity, to set up an approval workflow process. This means we would like an email to be sent to approvers with the document attached so they they can review and respond to the email with their decision which is then pushed back into Salesforce. As of right now, the only option that we can create is to start the approval process from the Opportunity instead of the document.
In speaking with Premier Support, we were told that a Visualforce page needed to be created in order to accomplish this. We do not have an internal developer, so we were directed to post here. We are under a tight time deadline and are supposed to roll this out to our teams next week. Your assistance is greatly appreciated.
Can someone contact us at 512-681-5228?
In speaking with Premier Support, we were told that a Visualforce page needed to be created in order to accomplish this. We do not have an internal developer, so we were directed to post here. We are under a tight time deadline and are supposed to roll this out to our teams next week. Your assistance is greatly appreciated.
Can someone contact us at 512-681-5228?
Justin PorterThinking off the top of my head, you would need a visualforce email template to query and grab the document. Shouldn't be too hard. What object is your approval process running from?