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FORM BUTLER

Install & Setup
Create DataSources for Document
FORM Butler Requests – Related List
FORM Butler Requests – Control Who receives the Email
FORM Butler Requests – Lightning Email
FORM Butler Document Setup (From Main Word Document)
FORM Butler TEXT form-field
FORM Butler TEXTAREA form-field
FORM Butler DATE form-field
FORM Butler PickList form-field
FORM Butler NUMERIC form-field
FORM Butler CHECKBOX form-field
FORM Butler Related Lists
Create Email DocConfig
End-2-End Setup and Demo
FORM Butler – request electronic signature
FORM Butler – Create or Update Records via Flow
Form Butler – Screen Flow Inline Editor
FORM Butler – Fine-grained upload of documents
FORM Butler – Generate Public URL/Link
FORM Butler – Notify Button
FORM Butler Document Setup (From Static PDF)
FORM Butler – Custom validation messages
FORM Butler- Page Translations
Conditional Form Fields (also used in SIGN Butler)

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FORM BUTLER
FORM Butler Requests – Related List

FORM Butler Requests – Related List

Add a lookup to the FORM Butler Request SObject to the SObject you are starting from. In our demo, this will be the Opportunity

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Updated on 17 August 2023

Create DataSources for Document FORM Butler Requests – Control Who receives the Email

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