thanks for the replies - I don’t think security filters would come into play here. I am faced with two challenges when trying to have appsheet work directly with Salesforce data The records in the actual object’s table are way too many (ie. Open Oppo...

I am also running into trouble getting my JSON body to work with if statements as they always seem to add a comma after the content the if statement returns. For example; {"envelope_title":"<<[Company Name]>> - <<[Product]>>", "envelope_documents": [...

I am having a the same challenge, after testing with a couple dozen fonts, some format better than others. I would be interested in any guidance beyond trial and error…

Unfortunately yes completely different, also each one is approximately 30 pages long. The other path I could take would be having the workflow/template create an attachment that is a “coversheet” for the actual quote, this would contain all the custo...