Filter templates on template bar

Rash99
Tera Contributor

‎02-21-2024 02:30 AM

Hi,

I have a requirement by where I need to filter out the templates shown on template bar at bottom of form. On the incident form we have a custom choice field 'product', we have 3 products we can select.

We create a template for each category of incident, I would like to group these templates by 'product' and only show the relevant templates when a user clicks the the toggle template bar on the INC form.

Templates shown should be reflective of the Product selected on INC.

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎02-21-2024 05:24 AM

Hi @Rash99 

 

Are you referring to this:

 

AGLearnNGrow_0-1708521883196.png

 

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Rash99
Tera Contributor
In response to Dr Atul G- LNG

‎02-21-2024 09:34 AM

Hey Atul, 

No, that bar displays all templates for a table, I only want to display a certain set of templates. In your example screenshot, I would want a list of specific templates for the class = .NetApplication...

Im basically trying to filter out the templates shown based on a field selection on the main form.

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