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Hi All, I recently posted this question in the Ironclad Community: How can I add multiple filters in a dynamic table - Ironclad Community. Based on the feedback, I’m planning to create multiple formulas on the Salesforce side, one for each table. Table 1 Formula: SBQQ__SegmentIndex__c = 1 AND (Product_Type__c = 'Software'…
Hi I am seeing html content. is there any way i can remove/convert html content to normal
Hi folks! I'm trying to do something that should be standard and simple. I need to create signatory conditions such that if a contract is < a certain value, then Signer A signs, and if a contract is ≥ a certain value, then Signer B signs. While you can add another signatory and include a condition for when that person…
Hi Team, I am trying to create a table for Salesforce. Please find the below screenshot. I have added 1 condition Segment Index Custom = 1 but I need to these many conditions. How can I do it? SegmentIndex_Year__c = 1 AND (Product_Type__c = 'Software' OR Product_Type__c = 'Software Discount (One-Time)' OR Product_Type__c…
Hi all - For those of you who will be in LV next week for RLLB, we will be there with strong team and I personally look forward to meeting as many of you as possible. Reply here is you would like to organize something!
Hello! Curious who in the community has integrated their Salesforce instance with Ironclad? We are looking to start using the integration, but would like insights into how others are using it, what information to you treat as the "source of truth", what ideas you may have implemented.
I'm looking for some help with fixing the expiration date calculation for imported records. Ironclad is capturing Effective Date and Term Length, but then not subtracting 1 day. So an agreement that is effective on January 1, 2026 and has a 12 month term, should expire on December 31, 2026 at 11:59:59pm, but Ironclad is…
Over the last several weeks, sometimes when I forward an email to the workflow it does not appear in the workflow for hours - this last time it didn't appear for 20 hours. Anyone else having this problem?
This seems pretty basic, so I feel like I am missing something. I need to report on the average time it takes for a specific approver to approve or the average time it take for an Approver Group to approve. I have tried this a number of ways and it is not working. This is critical on proving the efficiently of productivity…
Hi, we've got a request from the business to allow/automate updating the Counterparty Signer Name (and email, et al) AFTER the original CP signer on the workflow has forwarded the Docusign envelope to the actual signer and the signed document is returned to Ironclad. At this point, for us, the stage has advanced to…
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