Known Issue: Templates in Docrio (Winter '21)

Product and Version Impacted

  • Docrio/Salesforce
  • Docrio v3 and earlier
  • Winter '21 Salesforce Update

Issue Summary

The Salesforce Winter '21 update has caused a minor issue in Docrio Document Generation when users are working in a new or existing template. 

When users add a Salesforce Record to a template, and then attempt to create a Salesforce Field (with or without saving their work), an error message appears.



This error can be resolved by closing the template and refreshing the Docrio Document Generation window. 

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