Changelog 3B CLM v4.24: Difference between revisions
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(Created page with "===== Related JIRA cards ===== * [https://3bforms.atlassian.net/jira/software/c/projects/DEV/boards/34?selectedIssue=DEV-6 DEV-6] ===== Features Added ===== # Added the Option for Flow-back in 3B Sign #* Description: 3B Sign users now have the ability to allow flow-back functionality, from the submission to data within Salesforce. This is controlled by the relevant checkbox in the Document object. Effectively, when a user allows flow-back on a 3B Document and a submitte...") |
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#* Description: 3B Sign users now have the ability to allow flow-back functionality, from the submission to data within Salesforce. This is controlled by the relevant checkbox in the Document object. Effectively, when a user allows flow-back on a 3B Document and a submitter makes a change on an object's field during a submission, this change is applied to the original object within Salesforce as well. | #* Description: 3B Sign users now have the ability to allow flow-back functionality, from the submission to data within Salesforce. This is controlled by the relevant checkbox in the Document object. Effectively, when a user allows flow-back on a 3B Document and a submitter makes a change on an object's field during a submission, this change is applied to the original object within Salesforce as well. | ||
#* Impact: Enhances data synchronization between submissions and Salesforce objects, ensuring that changes made during submission are reflected in Salesforce. | #* Impact: Enhances data synchronization between submissions and Salesforce objects, ensuring that changes made during submission are reflected in Salesforce. | ||
== Post installation instructions == | |||
Go to Custom Settings -> General Settings and update the following: | |||
* '''PDF Service''' field to https://www.x3bapi.com/v1/html-to-pdf/async | |||
* '''PDF Gen Base URL''' field to the public site URL used for Onboarding/Dog Generation | |||
===== Release URL ===== | ===== Release URL ===== | ||
Latest revision as of 00:45, 25 July 2024
Related JIRA cards
Features Added
- Added the Option for Flow-back in 3B Sign
- Description: 3B Sign users now have the ability to allow flow-back functionality, from the submission to data within Salesforce. This is controlled by the relevant checkbox in the Document object. Effectively, when a user allows flow-back on a 3B Document and a submitter makes a change on an object's field during a submission, this change is applied to the original object within Salesforce as well.
- Impact: Enhances data synchronization between submissions and Salesforce objects, ensuring that changes made during submission are reflected in Salesforce.
Post installation instructions
Go to Custom Settings -> General Settings and update the following:
- PDF Service field to https://www.x3bapi.com/v1/html-to-pdf/async
- PDF Gen Base URL field to the public site URL used for Onboarding/Dog Generation