Hello Team,
We have a requirement to generate multiple documents on the child object based on event (field update) on the parent object.
For example : Let's take Account - Contact objects for the reference here
Req 1 - I'd need to send a form to every contact associated to an Account ABC Corp when the Account's Type = Customer
Req 2 - These forms should be filled out by the customers and sent back and the information will get synced backto the specific contact record.
For Req 1, we need to send the forms to all the contacts at once. Just wanted to check if anyone try this approach before either using API or any other approach.
Thank you for any insights!
