Template Document action

This action generates a template-based document using data from the current record and presents this document to the user in a popup window. When used as a group action (see below), this action will merge documents from all selected records into one. This action is only available if at least one document template exists for the current object.

To create this action, select:

• Action Name — The display name of the action.

• Group Action — Check to allow this action to be performed on group of records selected in a list view. The action flow of a Group Action is similar to a Mass Update action flow and is initiated from Status Change page instead of Mass Update page respectively. For more information, see Updating multiple records.

• Change Status To — The new workflow status assigned as a result of the action (optional).

• Document Template — The document template to use. If document template picklist field is defined for this object, you can alternatively select the field from the or Template Picklist picklist. If group action is checked, the or Template Picklist picklist is disabled.

• Triggers to Run — You can select deployed triggers to run when this action is completed.

• Action Condition Formula — A formula that returns true or false. If the formula returns false, this action is not available for the current record.

• Permissions — Specify the role, user, or relationship-based permissions required to run this action. See Access control for information about permissions.