Compliance Quest

Remove Primary Related Part from Controlled Document
The configuration was done in such a way to only show the edit and delete buttons if the “Is Primary“ for Controlled Document or Change order checkbox is un...
Thu, 21 Sep, 2023 9:31 AM
Secondary Content Issues/ Resolution
There are five possible cases when this type of error happens. Cases: 1. Content size exceeds 25 MB. 2. Content is protected (password). 3. If the C...
Thu, 21 Sep, 2023 9:49 AM
Controlled Document is stuck in Pre-release status with batch job error.
The document is stuck in Pre-release status with batch job error. Background:  The document is stuck in Pre-release status with a batch job error as sho...
Wed, 20 Dec, 2023 8:46 AM
Adding Document Category to Picklist
 **PDF for Instructions attached** Access and Edit a Controlled Document Record Type 1. Navigate to https://choicespine.lightning.force.com/...
Wed, 6 Mar, 2024 9:04 AM
CQ Controlled Document Owner Report / Update Procedure
Please use below report to extract the details of the controlled document record which is owned by a particular user.  [Controlled document Owner Informatio...
Tue, 2 Apr, 2024 3:58 PM
CQ MASS TRANSFER RECORDS
CQ MASS TRANSFER RECORDS   You can use a Salesforce Feature: Mass Transfer Records to transfer the ownership. You can follow the Salesforce article to...
Fri, 12 Apr, 2024 8:54 AM