FAQs
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How can I retrieve an Account field through a multi-level relationship in Apsona when the related field option returns unexpected results?
When retrieving an Account field such as FON_NAPA_FP__c through a relationship path like OrderApi__Contact__r.ACCOUNT.FON_NAPA_FP__c does not return...
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How can I generate combined acknowledgment letters for Accounts with individual Payment details in a table, without displaying Opportunity details?
Use Apsona Document Merge with Sublists and configure an Account-level report as the top-level data source and a separate Payment-level report as the...
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Can I retrieve recipient-level CSV email logs from previous Apsona email merges, and are these logs available in Salesforce Email Logs?
A: For manual Apsona email merges, the recipient-level CSV is available through the Download results option at the end of the merge. However, Apsona...
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"Document Unique Name" / "Developer Name must be unique" error when importing Apsona Items
Two causes & their fixes 1. The name is invalid. Salesforce requires the name to use only letters/numbers/underscores, start with a letter, have no...
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Why does Apsona PDF generation fail with “No PDF Server available after 10 attempts”?
This error can occur when PDF requests are routed to a server where the required PDF service is unavailable. In the reported case, the customer was...
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Why does a Doc Gen license assignment not persist for a specific user when it works for other users?
If a Doc Gen license assignment does not persist for only one user, check whether the user already has an Apsona account in another organization with...
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How can I format Salesforce multi-select picklist values in an Apsona Trigger Merge when they appear with # delimiters?
Salesforce multi-select picklist values can appear with # delimiters during Apsona merge processing. To display the values in a readable format such...
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Why does Apsona Word Merge display the “Can't convert to PDF: Network request failed” error after modifying a document template?
This error can occur when a sublist is used incorrectly within the Word Merge template. In the reported case, the sublist was added without placing it...
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How can I retrieve a Contact’s relationships with other Accounts in an Apsona Multi-Step Report?
A Contact's relationships with Accounts are stored in the Salesforce Account Contact Relationship object. To retrieve these relationships, add Account...
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How can I identify Apsona reports that use a specific field, and what do the Apsona Item Types report and multiStepReport represent?
Apsona does not currently provide a dedicated global search to identify reports using a specific field in their columns or filters. To find reports...
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Why does a Household Account become “Anonymous Household” or a Contact's name become duplicated after using Deduplication and Match?
The “Anonymous Household” behavior can occur due to Salesforce NPSP behavior when the last Contact associated with a Household Account is removed...
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Why are users unable to upload documents in Apsona and receiving the error “entity type cannot be updated: Document”?
This error can occur when the affected user's Salesforce profile has insufficient permissions on the Documents object. In the reported case, the user...
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Which Task field should I map to associate a Task with an Account during an Apsona import or merge?
To associate a Salesforce Task with an Account, map the Account ID to the Related To (WhatId) field. This is the lookup field used to relate a Task to...
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Why do I receive a "Template file too large" error when uploading a Word Mail Merge template?
If Apsona displays an error such as "Template file too large... at most 2,000,000 allowed," the .docx template has exceeded Apsona's maximum supported...
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Why does numbering not restart from 1 for each record when using numbered lists in a Word Mail Merge?
If numbered lists continue across records instead of restarting from 1 for each record, the issue can occur when using a conditional template with...
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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...
