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In my current setup, I have a main custom object with two buttons: "Generate Contract" and "Send For Sign Off". The first button uses Conga Composer to generate the contract document and saves it to the main custom object. The second button creates the transaction pragmatically and navigate the user to the transaction record.

I want to relate transactions to my custom main object. I've tried populating the parentid field but I get an "Invalid Parent Id" error message. What are the steps to relate a transaction to a custom object record pragmatically?

Forums

dear team, can i use the Adhoc tool to create a bulk transaction creation with a CSV file where i can add a field l like Salary that is in the file and is filled in during in the document template field. i was looking at the csv file format and saw

<PlaceholderRoleName>,FIRST_NAME,LAST_NAME,EMAIL,AUTH_TYPE,AUTH_PROMPT,AUTH_CHALLENGE,SIGNER_VERIFICATION,<FieldId1>,<FieldId2>