Docs Template Functionality in Project Workspace

[Alejandra1]

Hi,

I'm working on building document templates and wanted to check if the template functionality allows for more advanced automation. Specifically, is it possible to create a template where:

• The title is automatically populated with the Project Number and Name

• The body includes the Business Case and other fields that are already filled in the project record under the Details tab

Can this be achieved using out-of-the-box (OOTB) features, or would it require customization?

Thanks!

[Sunil B N · Accepted solution]

Hi Alejandra

1. Dyanamic title can be a simple business rule on project_status table to name it based on the project.

2. This is achievable when you edit dynamic template in Project workspace (<instance>/now/workspace/project/doc-templates) 
Please use / and insert dynamic content. To dot walk on project fields, use -> right arrow key.
Using arrow keys, navigate to project and then business case.

Hope this helps.
Thanks and Regards,
Sunil B N

[Alejandra1]

Thank you so much, Sunil. This is very useful. However, I still don't see the option "Insert dynamic content". Do you know if this option appears only with SPM Pro? 

[Sunil B N]

which version of Project workspace are you using? v6.1.0 should have it IMO.

[ny5_6]

Hi Alejandra, you need to type the "/" character within the template to see menu with the option to insert dynamic content.