How to embed “Email Reader” Web Resource in Form (Related Section)

“Email Reader” Web Resource can be embedded in Form: Inline OR Form: Related Section. To add “Email Reader” Web Resource in Form Inline, refer KB article: Link For adding “Email Reader” Web Resource in Form –  Related Section, follow below instructions: Lets consider an example of adding “Email Reader” Web Resource to Related section of […]

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Getting Started – Security Roles

Below 3 security roles come within the solution: Zap RS User Zap RS Admin Zap RS Export Report (Manual) All users who need to use report scheduling functionality must be given “Zap RS User” role.

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Export Report Feature (Manually) – Approach 2 : 1-Click using Custom button

In previous KB article: link… we have explained Approach 1: Exporting Report manually by Clicking “Export Report” Button. In this KB article, we explain another approach of: Exporting report in 1-Click by clicking “Custom buttons” added within the form! The way we do this is: Create “Export Report” configuration record… where we specify that Quote […]

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