EchoSign: Merge Mapping Date Fields from SalesForce in the Correct Format
hey all,
i'm using echosign enterprise edition of salesforce.
i have opportunity in sf date field (not date/time) field. setup merge mapping using echosign date field merge echosign pdf.
the format of date in sf is:
01/21/2013
the format of same date in echosign is:
2013/01/21 00:00:00
i'd control format of date in echosign. can this? in advance
got response echosign support:
hi jeff.
it's unfortunately behaviour design due peculiarities of sfdc api interacting echosign api.
in short yo raw data regardless of validation rules in either sfdc or echosign template.
there workaround though.
you need create new formula (text) field in salesforce, takes data date field , apply 1 of 2 formulas below it:
if it’s date/time field: text(day( datevalue(api name of date field) ))+"/"+text(month( datevalue(api name of date field) ))+"/"+text(year( datevalue(api name of date field) ))
if it’s date field: if it’s date/time field: text(day( api name of date field ))+"/"+text(month( api name of date field ))+"/"+text(year(api name of date field ))
then instead of merging actual date field, merge formula field template instead.
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