Zap Copy Record Last Reviewed: Dec 2023 To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Need Demo: Yes / No – Requirements in brief: You can expect a response within 1-business day. Please use only […]
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Protected: High Level Steps
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Protected: Create Data-Source record
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Protected: Troubleshooting
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Protected: Getting Started – How to add Zap Attachment Viewer web resource to entity form?
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Protected: Using Copy Record functionality
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Protected: FAQ
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Getting Started – Security Roles
The below security roles are available: Zap CR Admin: This security role is needed for configuring Zap Copy Record App. Zap CR User: This security role is needed for using Zap Copy Record App. Assign this security role to all users who need to use the App. The “Copy” button & the “Set Copy Recurrence […]
Protected: Uninstalling Attachment Viewer App
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Protected: Getting Started – Create “Copy Templates”
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