Overview

When generating output from Interactive Forms or when you generate output using the email output channel you need to select the recipient.

Docomotion allows you to select only one recipient. When using the mail channel, you can add recipients in the (following) email screen.

If there is only one Contact related to the Main Object, this Contact is automatically chosen.

By default, the Contact list includes all contacts and leads of the Main Object.

If the Contact person is referenced as a Lookup through another Lookup, you need to select the correct Lookup from the drop-down list. This list shows up to 3 levels of related lookups.

Note that, if no Contacts are defined relating to the Main Object, and the form is interactive form, Salesforce will not receive the updated data.

For example Main object is opportunity sync with quote: the page displays the Contact person related to the Quote synced with the Opportunity.

In the above example, the Primary Campaign  Source is not part of the LookUp drop-down as it doesn’t have a lookup for Lead or Contact.