Enabling Automated Recursive Merge for a Non-Contract Agreement Object
To enable automated recursive merge, first make sure the following prerequisites are met:
- Enable Automated Recursive Merge for your Org.
- A Composer button with the following parameters when not using background mode:
- &RM=1 that saves the Contract document to the object. We recommend using the Contract Agreement object.
- &SC0=1
- &SC1= SalesforceFile
- &DataTagEnable=1
- &Queryid= your custom value
- &Templateid= your custom value
- With background mode, you can also use the following options:
Note:
Important
The following steps are how to enable automated recursive merge on the non-Contract Agreement object. If you are using the Contract Agreement object instead, see How to Enable Automated Recursive Merge on the Contract Agreement Object. For the following example, the steps refer to the Contract object.