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Create a Parent-Child Hierarchy for Trailing Documents
Organize documents associated with different objects within directories. To create the directories, use a custom formula field named UniqueField in the Trailing Document Placeholder object.
When you set up the formula options, add one for each object for which you want a parent-child relationship. In the case of trailing documents, the parent is the object, and the children are the documents.
This example includes parent-child formulas for Quote and Case:
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