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‎03-24-2025 01:51 PM
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!
Solved! Go to Solution.
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‎03-25-2025 12:52 AM
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
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‎07-15-2025 11:56 PM
Hi,
I am trying to insert Project record Company banner image in Docs template as a Image(which is dynamic for each project).
Currently Company field is not dot walking once when we do Insert Dynamic content -> Project -> Company. Able to view only Company name . I have tried static image insertion from template using image icon. It is working fine.
How can we show company logo dynamically based on Project?
Please advise on this