FAQs
Frequently Asked Questions
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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...
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Q1: Why is the Batches object not appearing in Apsona even after assigning the Batch Gift Entry (BGE) license and configuring all required permissions?
This issue can occur even when the Batch Gift Entry (BGE) license has been assigned, and all required object permissions, field-level permissions, and...
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Does the retirement of Salesforce SOAP API login() affect Apsona authentication?
No, the Salesforce retirement of SOAP API login() does not affect Apsona authentication....
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Does the Salesforce update to Blob.toPdf() impact Apsona PDF conversion functionality?
No, this Salesforce release does not impact Apsona PDF conversion functionality....
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How can today’s date be dynamically formatted in a legal-style format within an Apsona merge template?
To display today’s date in a legal-style format such as:...
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How can reports be made private in Apsona, and can non-admin users be allowed to manage sharing?
By default, Apsona uses a shared visibility model where single-step reports, multi-step reports, filters, and field sets created by any user are...
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Why does comparing two Mailing Address fields in an Apsona calculated field return False even when the addresses appear identical?
This issue occurs because Salesforce Mailing Address fields are compound fields. Instead of being stored as a single text value, they are stored as...
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How can a signature image be dynamically added to an Apsona merge document based on the User?
This can be achieved by storing a reference to the signature image in a field on the User record and using that field in the merge template. This...
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How can reports be made private in Apsona, and can non-admin users be allowed to share them?
By default, Apsona uses a shared access model where single-step reports, multi-step reports, field sets, and filters created by any user are visible...
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How can you identify all Apsona scheduled jobs that include a specific email address in the “Deliver to email address” field?
This issue arises because the “Deliver to email address” field in Apsona Scheduled Jobs is not filterable due to Salesforce limitations. As a...
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Why did deduping Person Accounts fail in Nonprofit Cloud when both records had Donor Gift Summary records, and is this still an issue?
This was a known issue in Salesforce Nonprofit Cloud where deduping Person Accounts failed if both records had related Donor Gift Summary records....
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Why does a user receive an “insufficient privileges” error when running an Apsona List View merge button in Salesforce Lightning?
This issue occurs when the user does not have the Run Flows permission in Salesforce. In Lightning, Apsona List View merge buttons rely on Salesforce...
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How to Grant Login Access to Apsona Support
Granting login access allows Apsona Support to securely access your Salesforce org to investigate and resolve issues. Access is time-bound and fully...
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How to Find Your Salesforce Org ID
The Salesforce Organization ID (Org ID) is a unique identifier for your Salesforce environment. Note that Production and Sandbox environments have...
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How can I use “Show this step’s records in column blocks” in a Multi-Step Report (MSR) and reference those columns in a Calculated Field?
In Apsona Multi-Step Reports (MSR), the option “Show this step’s records in column blocks” allows you to display multiple related records side...
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Why does a document not appear in the Apsona merge action dropdown when configuring a document merge?
This issue occurs when the document is in an unsupported file format. Apsona Document Generator only supports .docx files (Word 2007 or later), and...
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How can you perform a one-to-many comparison in Apsona to check if an Attendee Email exists in related records and return a single Match/Mismatch result?
This issue arises because a direct row-by-row comparison in a one-to-many relationship produces multiple results per attendee, often showing...
