Insert-Update

This section describes Insert-Update options.

Common Insert-Update fields

Many Insert-Updates use the same fields for creating Chatter posts or updating Salesforce records. This reference provides a description of common fields found on Insert-Updates.

Tip: Some of these fields only appear after you save the Insert-Update. For example, unless you're working with an advanced Insert-Update, you can't specify any Filter Criteria during Insert-Update creation.

Section	Field	Description
Information	Type	From the DocGen Package Wizard and the initial create screen on the Insert-Update related list, you have these options. After you create, you can't edit this field. Chatter Post Task Field Update
	Object Name	This field determines what object is being updated or which object a record must be inserted into. Tip: Use FeedItem (Chatter) to create Chatter posts.
	Attach to this Object	Selecting this box will include the document on the object or task you insert or update. If you Insert or Update an object, the document will be stored in the “Notes & Attachments” related object.
	Field-Value Pairs	The fields selected in the left column will be populated with the values entered in the right column. You can use tags from the field tagger in the right column of your field pairs. You can also include form fields in the right column. For Task Insert-Updates, you must have field-value pairs for the Assigned To, Subject and Status fields. For Field Update Insert-Updates, you must have field-value pairs for the Id field and at least one other field.
	Add Field	Selecting this link will provide you with more Field-Value pairs so you can populate more fields on the object you are inserting or updating.
	Field Tagger	Selecting this link will initiate the Field Tagger.
	Order	Entering a number in this field allows you to control the order in which your Insert-Updatess are performed if you have more than one Insert-Update
	Description	This is a field for a description of what the Insert-Update does. It is intended for internal use only.
	Use Admin Credentials	Specifies that this Insert-Update should be run with the administrative credentials specified on the DocGen Admin.
	Submit for Approval	Specifies that when the record is created or updated, it will also be automatically submitted for approval through the built-in Salesforce Approval Processes.
	Run at Beginning	Specifies that this Insert-Update should be run at the start of DocGen Package generation.
	Delivery Methods	Here you can choose which Delivery Options will trigger the Insert-Update. If you want all of your DocGen Package Delivery Options to trigger the Insert-Update, select the All value.
Filter Criteria		You can choose a field, criteria and value here to filter when the Insert-Update is triggered. Example: The filter criteria 1. <<Opportunity_Stage>> equals Closed will only trigger the Insert-Update when the related Opportunity Stage field is equal to Closed. You can use tags from the Field Tagger in both the far left and right columns of the filter criteria.
	Add Filter	Selecting this link will allow you to add more filter criteria to your Insert-Update.
	Advanced Filter Conditions	This field allows you to add logic to your filter criteria. Example: A value of “1 AND 2″ means that the Insert-Update will only be triggered if Filter Criteria 1 and 2 are both satisfied. Alternatively, you can enter “1 OR 2″, then the Insert-Update will run if either Filter Criteria 1 or Filter Criteria 2 are satisfied.