bcolmer

I grabbed the Genesis Club Lite plugin base on the earlier commenters recommendation, and it worked really well. Thanks!

That would be awesome! Thanks for considering it. I am using it for a school. They have things like lunch menus and such that need to be updated on a monthly basis, and it would be nice for the staff that creates that to be able to update the doc that is attached to that doc record. That particular MDOC record is linked on a lunch page – so it’s better if they can just updated the existing doc record, and not have to create a new one, because that would break the link on the lunch page.

I thought it might help to have a more full use case. Here is the page for reference: https://www.ccak12.net/lunch-information/ The docs are linked in the sidebar.

Thanks a lot!

@ajoiner92 can you not use workflow rules or lead assignment rules in Salesforce to handle these notifications? They are not the easiest thing to set up, I know. I am using this with Web to Case and I passed in a hidden value to a text field (didn’t seem to work for a picklist field) and that triggers my case assignment rule and case auto-response rule in Salesforce. I could just as easily trigger a workflow rule off of this too. Unless, perhaps you are working in a version of Salesforce that doesn’t have workflow – but I Think they all do now… hard to keep up sometimes. Make sense?

Is that a page template? Could I make my own? I would still rather have a shortcode or something to embed my document into a page or a post if that is possible.

Id like to embed a single doc on a post or a page. Here is a link:https://ccak12.flywheelsites.com/mdocs-posts/elementaryschoolhandbook/

right now – it’s showing the title of the post – and the title of the document – which in this case happen to be the same. I am assuming this is a page template that is part of your plugin? I’d like to be able to either control the layout of this page, or just embed the document in my own post or page. Thank you!