3B Knowledge

Changing Merge Context for Documents and Forms

In 3B Onboarding, you can easily customize the context for merging documents and forms. By default, the system displays documents and forms with the context of the logged-in user (Contact). However, there are cases where you may want to merge documents and forms using a different context object, such as an Application, Placement, Opportunity, or any other custom object.

To achieve this, you can add a Lookup relationship on the Document Assignment object, which will look up to the new context object you want to use for merging. Here's how you can do it:

Step 1: Create a Lookup Relationship

  1. Log in to your Salesforce account as an administrator.
  2. Navigate to Setup by clicking on your user profile picture and selecting Setup.
  3. In the Quick Find box, type "Objects and Fields" and select "Object Manager".
  4. Locate the Document Assignment object and click on it to open it.
  5. In the left sidebar, under Fields & Relationships, click on New to create a new field.
  6. Choose Lookup Relationship as the field type and click Next.
  7. Select the object that you want to use as the new context (e.g., "Target Recruit Job Applicant") from the dropdown menu and provide a field name (e.g., "Context Object").
  8. Follow the on-screen instructions to complete the creation of the Lookup relationship.

Step 2: Set the Lookup Field in Document Assignment

Now that you've created the Lookup relationship, you'll need to set the Lookup field in the Document Assignment to the record that should be used for merging. Here's how:

  1. Navigate to the Document Assignment object in Salesforce.
  2. Create a new Document Assignment or edit an existing one.
  3. In the Lookup field (e.g., "Context Object"), select the specific record from the related object that you want to use as the merge context.
  4. Save the Document Assignment record.

Step 3: Ensure Document and Form Compatibility

To make sure your documents and forms work with the new context object, ensure that they are built using the same context object as the core object. This means:

  • When creating a Document or Form, set the context object to match the core object (e.g., "Target Recruit Job Applicant").
  • Verify that any merge fields or variables used in your documents or forms are compatible with the new context object.

Using Mixed Merge Contexts

A document pack may have a mix between different merge contexts. In such cases, the merge context for a document pack is derived from the Form or Document (Template) record within it. Specifically, look for the "Core Object" field on the Form or Document Template to determine the merge context.

By following these steps, you can easily customize the merge context for documents and forms in 3B Onboarding, allowing you to work with different context objects as needed.

For any further assistance or questions, please reach out to our support team.

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