Multiple Assistants: Worked Example

Issue

Partners or Brokers wish to include their Assistants Details in their Signature Configuration.

How do I configure this?
 

Solution

Below are the details of how to configure Multiple Assistants Field the below, we have assumed up to 3 Assistants, however more can be configured:
A separate Mapping needs to be created for each assistant.
Separate Fields need to be created for each mapping.
Below is the code (see also attached):
 

Create the Mappings Between Manager and Assistant:

Create a New Formula Field:
 
In the below code:
 


Repeat the same Mapping for the Second and Third Assistants, changing the Return Value.

Below are the screen captures:




 

Create Fields for each Assistant

For this example, 2 fields need to be displayed for each Assistant:
 

• Display Name 
• Email address

This requires 3 (assistants) * 2 (Fields) = Fields

Display Name Field
 


Email Address Field
 


The same look ups need to be repeated for Assistant Manager 2 and Assistant Manager 3.
For each the Lookup key need to be changed to:
 

• MappingAssistantManager2 - for Assistant Mgr2
• MappingAssistantManager3- for Assistant Mgr 3

 

Add the fields to the Signature Configuration

Test by dragging the fields into a Signature Configuration
 

 

Verify Mapping and Data with a Test Message or Signature Preview

You can find the code here:

• Mapping1.txt