To enable Scrive functionalities on a custom object:
- Go to Setup and open the Object Manager:
- Locate Scrive Document from the list:
- Click Scrive Document to open it:
- From the menu, click Fields & Relationships:
- Click New:
- Select a data type and complete the wizard to define the new field, create a lookup relationship to the object you would like to enable Scrive functionalities on, and add Scrive Documents related list to your custom object’s layout.
Comments
0 comments
Please sign in to leave a comment.