RodriNS
09/22/2024, 9:16 PMCeligo AI
09/22/2024, 9:16 PMAI generated answer (using internal Slack threads):To create an Advanced PDF/HTML Template for Work Orders, you don't need to select the record type from the setup options. Instead, you should follow these steps: 1. Go to the standard PDF template of the Work Order record type you want to create. 2. Edit the standard PDF template. 3. Once you save it, it will automatically create a Custom Template for that record type. After creating the template, you can associate it with the record as follows: 1. Go to the Work Order record you wish to set that template. 2. Go to customize form. 3. Go to the print template drop-down field and select your template. 4. Hit save. If you have created an Advanced PDF template from a Saved Search, you can generate the PDF from that saved search using the template by clicking the Print icon from the results of the Saved Search. It will allow you to choose the Template you created. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/22/2024, 9:16 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.871162295
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855365574
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850038826
Celigo AI
09/22/2024, 9:16 PM