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How to create Private attachment/document when generating word document for Quote?

In a specific scenario customer wanted to create Private attachment/document as below.

 

Please check below the solution for same.

 

Screen Shot 2019-04-22 at 12.08.44 PM.png





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Zuora Support

Re: How to create Private attachment/document when generating word document for Quote?

If you're writing custom code you should not use the managed package page as you won't be able to access SF logic. Instead, you'd implement this logic on your own page or custom button and use the Generate Quotes Document API.

 

With that approach you'd create the Attachment yourself with the document created by Zuora, and you could mark the "IsPrivate" flag. Alternatively, you could try to use a trigger before insert on Attachment and only run for the "zqu_Quote_c" and "Opportunity" objects and try to match on the attachment name pattern that is generated by the managed package.

 

Related SalesForce article: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/api/sforce_api_objects_attac...


Zuora article: https://www.zuora.com/developer/api-reference/#operation/POST_QuotesDocument





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