FAQs
Frequently Asked Questions
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Can a Scheduled Report be configured to prevent the email from being sent when the report returns no records?
Currently, Scheduled Reports do not have an option to automatically suppress the email when the report returns no records. The report will continue to...
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Why do I receive a "Can't create SOQL statement: Can't find field" error when running an Apsona report?
If an Apsona report works for one user but fails for another with an error such as "Can't find field Opportunity.CnP_Paas__C_P_Recurring__c", the...
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Why do I receive the error "Apsona lex.merge.btn: Invalid action code" or get intermittent empty output when running an Apsona Merge Action from a Home Page button?
These issues can have different causes depending on when they occur. If you receive the error "Apsona lex.merge.btn: Invalid action code", verify that...
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How can I create a calculated field in an Apsona Multi-Step Report that displays text based on multiple checkbox fields?
Apsona Multi-Step Reports allow you to create calculated string fields that dynamically display text based on the values of multiple checkbox fields....
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Why can records be missing when filtering a Date/Time field using YESTERDAY or a specific date in an Apsona report?
This behavior is caused by how Salesforce stores Date/Time fields. Unlike Date fields, Date/Time values are always stored internally in UTC...
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How can you display each sublist record on a separate page in an Apsona merged document?
To display each sublist record on its own page within a single merged document, insert a standard Microsoft Word Page Break immediately before the...
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Why are the Batch Gift Entry action buttons (Export, Edit, Clone, + Add Entries) or the Batches menu missing even though the user has the required licenses and permissions?
This issue can occur even when the user has the correct Apsona and Batch Gift Entry licenses, appropriate profile permissions, object access, and the...
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How can you group table data in an Apsona merge template based on a field, and what are the limitations of grouping?
Apsona allows you to group rows within a table using the GroupHeader merge field. This is useful when you want to organize records by a specific field...
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Why does the Apsona List View Merge button process only one selected record instead of all selected records?
If an Apsona List View merge button processes only a single selected record instead of all selected records, the issue is typically related to the...
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How can you retrieve the ContentVersion ID of a Contact's profile picture in an Apsona report for use in a merge document?
To retrieve the ContentVersion ID associated with a Contact's profile picture, you need to create a Multi-Step Report (MSR), as the ContentVersion...
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Why can't a user see the Apsona Dedupe and Match feature even though they have the required license?
** If a user has been assigned the Apsona for Salesforce base license and the Apsona Dedupe and Match license but still cannot see the deduplication...
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Why does the "Is Among" filter show the wrong records for a polymorphic lookup field in an Apsona Multi-Step Report?
This behavior can occur when the lookup field is polymorphic, meaning it can reference multiple Salesforce object types. For example, the Parent...
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Why is my merge template displaying the full Opportunity Name instead of just the donor's name, or not populating the donor's first name correctly?
This issue is typically caused by using an incorrect source field in the merge mapping rather than a problem with the merge functionality itself. If...
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Why does Trigger Merge fail with a Multi-Step Report sublist or a "Can't find metadata" error when triggered by an unlicensed user?
These behaviors are expected and are due to current product limitations rather than sandbox-specific issues. The first issue occurs when a Trigger...
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Why doesn't the Range and Sort setting in Step 2 of a Multi-Step Report affect the overall report order?
This is expected behavior in Apsona. The Range and Sort settings configured in a child step (such as Step 2) only control the order of child records...
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Why do fields used inside IF / ELSE / ENDIF statements within a sublist appear in the top-level field mapping during an Apsona merge?
This is expected behavior in Apsona. While IF / ELSE / ENDIF conditional logic is evaluated correctly during the merge, Apsona does not fully support...
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How to Create an Apsona Merge Action with a Sublist (Using Reports as Data Sources)
This guide explains how to create a Document Merge action that includes a repeating sublist (table) in the generated document. In this example, the...
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Can Apsona merge outputs include charts, and can an Excel Merge contain both top-level record information and related-record (sublist) chart data?
Yes, with some limitations. Apsona does not support embedding dynamic Apsona Charts or Dashboard components directly into Word Merge templates....
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How can the ContentVersion ID of a Contact profile picture be accessed in an Apsona report for use in a merge document?
To retrieve the ContentVersion ID associated with a Contact's profile picture, you need to build a Multi-Step Report (MSR). This is necessary because...
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How can Apsona buttons be displayed only for users with Apsona licenses in Salesforce?
Salesforce does not provide a direct way to determine whether a user has an Apsona license when configuring Lightning Component Visibility. As a...
