How to Attach Word Template to Notes of record Automatically
Introduction:
In this blog, we will look into How to Create Word Template Automatically and attach it to Notes.
Steps to attach Word Template Using Workflow
- Navigate to Solution > Processes > Click on New > Enter your Process name, Select Workflow as your Category, Enter your Entity (Account), Check the button (Run this Workflow in the background) > Click on OK
- I have created a Custom Field as Status. I want this workflow to run when this field is updated, So Check the Record fields change > Select the Status Field
- State the condition on which you want to trigger the workflow.
- Select Perform action > Select Action(Set Word Template) > Click on Set Properties
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Select your Word Template in “SelectedTemplate” and in Target select the “Entity”.
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If you cannot set Entity Name in “Target” make sure “Business process flows” properties of that entity is enabled.
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Save the Word Template
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Activate the Workflow.
Output:
Update the Status field
Automatically the Note is created with word template
