Load a template based on a field value

[jagannaths]

Hi,

We have a requirement to load a template on new_call table which sets the description field to some value. This template has to load when a field "Call Type" changes to incident. I am trying to write an onChange client script using applyTemplate("<template name>"). But it does not work.

Has anyone implemented something similar?

Thanks!

[Henrik Jutterst]

Hi Göran and thanks for replying!

What I'm looking for is a way to filter out the specified templates (one or more) based on what's in the call form.

For example. If "company" field is set to "1234" then, I should only be able to select the templates with that match.

We have about 60 templates and are looking to filter out valid once, based on form input.

Any idea on how to do that?

[Goran WitchDoc]

So you want to put a filter on the baseline "template list" that comes at the bottom of the screen? I can't see any easy solution for that. If this is critical I would probably make a UI action or similar called template and pressing it will give you a list over the templates available (filtered by the call) and then add an apply button to let the user apply the template.

//Göran

[Henrik Jutterst]

Thanks Göran, even though it doesn't solve the thing I'm looking for it's still helpful and gives me a better insight on what might be a solution.

Take care!