Configuring Online Application Settings
- After you’ve logged into your Org, add /apex/settings/TargetX_App__Settings to the URL: https://mysalesforceorg.com/apex/TargetX_App__Settings
This will display the following Settings page:
- For Community Attachment Mode choose one of the following:
- API requires the API Enabled System Permission for the Community User profile and has a file size limit of 25MB.
- Remoting does not require the API Enabled System Permission for the Community User Profile and has a file size limit of 3MB.
PDF Snapshot settings enable a trigger on the Application object:
- To generate a PDF that excludes attachments: choose "Generate PDF Snapshot without attachments on Application Stage Submitted". The PDF of the snapshot without attachments will be generated when:
- The application.json snapshot file exists on the Application record.
- The Application Stage equals "Submitted" and
- A PDF of the snapshot has not already attached to the record.
- To generate a PDF that includes attachments when the Application Status changes: choose "Generate PDF Snapshot with attachments on Application Status change" and select the status that will trigger the PDF creation on "Application Status to trigger PDF Snapshot with attachments"
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Select the PDF Processing Region:
This option determines which server is used when processing PDFs. Select the appropriate region for your institution.
- US-Production - for U.S. clients
- EU-Production - for EU client
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Maximum Snapshot Requests defines the maximum number of times to request the generation of an Application Snapshot PDF. If this is left blank, or set to 0, there will be no limit to the number of requests. Default Value = 5. *DO NOT UPDATE this value unless instructed by TargetX Support.*
Minimum Snapshot Request Interval (Hours) defines the time to wait (in hours) before sending another request for an Application Snapshot PDF. If left blank, or set to 0, a request will be sent every time the job runs if no Snapshot PDF exists. Default Value = 2. *DO NOT UPDATE this value unless instructed by TargetX Support.*