Limit automatic attachment from parent records
When you include attachments in your DDP, for default relationships, the DDP will find attachments related to the record the DDP runs on, as well as it's parent record.
E.g. when running a DDP on Opportunity, attachments form the Opportunity AND it's parent Account will be available.
I need to be able to exclude the Account level attachments from the selection list so that the Users do not see them when running an Opportunity level DDP
Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!