Hi all,
I'm looking for guidance on the recommended/supported approach to achieve the following flow, fully within HR Agent Workspace (Configurable):
1. An HR Agent opens an HR Case
2. Clicks a button to preview a document (generated from a template, pre-filled with values from the Case)
3. The agent can edit specific fields in that preview (while other fields remain locked/read-only)
4. Only after the agent confirms, the final document is generated and attached to the Case
Context:
- We're working with a table extending sn_hr_core_case
- We need a choice field on the Case to determine which document template is used (a few different templates depending on the value)
- Ideally this needs to work for agents working in the Configurable Workspace, not just the legacy Platform UI
My questions:
1. What's the right document template type to use for this (PDF vs HTML), given the requirement for agent-editable fields before final generation?
2. Is there a supported/documented way to trigger a preview-then-edit-then-generate flow (rather than a UI Action that generates the final document immediately)?
Any guidance, examples, or pointers to the right documentation would be greatly appreciated!
Thanks in advance.
