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template selection based on conditions

  • March 18, 2021
  • 1 reply
  • 15 views
R

Hi All,

 

I have a custom button for document generation and template is predefined there. I want to put a condition there and based on condition I want template to get selected automatically. How I can achieve this?

    1 reply

    S
    • slockwood
    • April 27, 2021

    I don't know if you still need help with this but what I did was create a formula field that would calculate which template id was needed based on my conditions and then used the field name in the button instead of the hardcoded template id

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