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Dynamic Configuration Settings

Name

Type

Description

Auth_Code

Checkbox

Defaulting recipient to authenticate with code sent via email.

Clone_Record

Checkbox

Allow for clone button to appear in the quote builder.

Document_Link_Label

Text

HTML link text when customer clicks to open a transaction via email.

Document_Sender

Text

If blank, then running user sends transaction. If not blank, then use applicable org wide email address.

Expiration_Days

Number

Defaulting number of days from TODAY() when the transaction will expire.

Hide_Grouped_Rows

Checkbox

Hide rows in the output if the following are true:

  1. Group is a regular line

  2. Template references group object

  3. This is true

MS_Word

Checkbox

Allow running user to output document to docx file format.

Product_Search_Count

Number

When the product picker loads, how many records should show in alphabetical order during initial load only.

Product_Search_Field

Text

When the product picker loads, field that by default is used for searching products.

Product_Search_Field_Required

Checkbox

Require a search term when searching for products instead of allowing all products to load.

Recipient

Text

The default recipient field to query based on the running object.

Recipient_Type

Text

If Recipient exists, Signer or Viewer.

Send_Document

Checkbox

Allow for running user to generate document or send transaction.

Send_Quote_Generate_Tab_First

Checkbox

Default to opening the generate document tab first instead of sending a transaction.

Send_Static_File

Checkbox

Defaulting if the document should be sent as an attachment in the email instead of a link.

Signed_Document_Sender

Text

The org wide email address for sending the signed document after transaction is completed.