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UI Action to Generate a Document Template (PDF)

Casey G
Tera Contributor

‎05-16-2022 09:24 PM

Hello, 

I have a Document Template (PDF) and I have it configured to a custom record type.  I want to create a UI Action to fire off the Document Template and generate the custom PDF and attach it to the record.  Is this possible?

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Nagashree5
Tera Contributor

‎11-12-2023 03:57 AM

Hi @Casey G, Did you get any solution for this, I'm having similar requirement.

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