Allow checked boxes in contracts to be linked to custom fields and be used in workflows
E
Eric Langley
Allowing contract checkboxes to link to custom fields and be used in workflows will enable updating contact records based on which boxes are checked in a contract and triggering workflows with those updates.
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A
Andrew Langhammer
I’m creating a document with Opportunity record fields and Contact record fields. When I use a Contact with an Opportunity created against it, the Contact information is added, but the Opportunity information isn’t. How do I get the form to recognise the Opportunity information?
Why does the form builder allow you to select Opportunity fields within the Contact field tree if it's to going to fill them?
C
Christy Allison
This would make how we use Contracts and Documents infinitely more powerful.