Creating Custom Fields
You can create a custom field and configure where you want it to appear in the application.
To create custom fields
- From Setup, go to Create > Objects > Agreement.
- From Custom Fields & Relationships, click New. Dynamic Document Assembly supports custom fields of all data types, except Picklist (Multi-Select) and Text Area (Long).
- Follow the standard Salesforce instructions for creating a field.
- After you have created all the fields on the Agreement object, go to Create > Objects > Doc Assembly Rule.
- From Custom Fields & Relationships, click New.
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Create the exact same fields that you did for the Agreement object and you must
use the same API names to ensure the correct auto mapping of fields between the
agreement object and the rule.
The fields required for auto mapping and the field set are available.
Create fieldsets to be used as static and dynamic fieldsets for the Doc Assembly Rule using the fields created in steps 4 to 6. The fields in the static fieldset are a subset of the fields in the dynamic fieldset.
Note:Packaged fields cannot be added to a FieldSet as custom fields pointing toward the same namespace (e.g., "Apttus"). Also, if you omit the namespace when you create the field, you will get an error on generate. If you want to include fields from a package you will need to create a custom formula field that points to the packaged field.
