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06-27-2024 07:42 AM
Hello Community,
My use case: I want to use the document preview and generate multiple attachments. However, when I try this, I am presented with the 'Regenerate' button, which overwrites the 1st attachment.
Anyone know how this button decides to show up? Is there a way where we can expose the 'Generate' button? Would that even work? Is there an approved method for when using multiple document templates to one case?
In my testing I tried this, and it works to not overwrite it, but it's cumbersome:
- Load the 1st template into the document template field.
- Preview the document.
- Generate the 1st template.
- Download the 1st attachment.
- Delete the 1st attachment from the case.
- Attach the downloaded version of the 1st attachment.
- Load the 2nd template into the document template field.
- Preview the document.
- Generate the 2nd template.
- Note here that the 'regenerate' button is not showing up after I manually attached the 1st template.
- I wish to understand why it shows up, what is the link? Can it be broke or manipulated?
Solved! Go to Solution.