Create Formula Field Button to Document for Sign in Safari

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Follow the steps to create a formula field button

Open the DocHub website in Safari and log in to your account.
Once logged in, navigate to the document you wish to edit or create a new document using the available templates.
Locate the section where you want to add the formula field button and select the option to add a field.
Choose the formula field option from the list, then customize it according to your requirements, ensuring you define the necessary parameters.
After setting up your formula field, save the changes to ensure it’s integrated into your document.
Finally, download, export, or share your document as required, completing your workflow efficiently.

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How to Create Formula Field Button to Document for Sign in Safari

4.6 out of 5

26 votes

hi Im Sean Dix from learnsmarter and today I want to show you how you can send an docHubed document in Salesforce lightning or in Salesforce classic using a flow linking that up to a button or even to a formula field where you can use a hyperlink so before we go any further I just want to add this I dont work for Salesforce I dont work for docHub this is just a video based on my own experience but essentially if uh the video doesnt work then please uh yeah I think you really need to get in touch with the daily support because theyll be the people wholl be able to help you okay so in the video today were going to do a number of things if you look at the prereqs its basically the things you need to get started well look at some basic configuration that I did Ill show you how you create a document template Ill then show you how you can link that very easily to a button so you can send it in using classical lightning and then were going to build a flow because if I can put t

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