How can I make an Advanced PDF/HTML Template for Opportunity records?

AI generated answer (using internal Slack threads):

To create an Advanced PDF/HTML Template for Opportunity records, follow these steps: 1. Navigate to the standard PDF template of the Opportunity record type you want to create. You can do this by going to

Customization > Forms > Advanced PDF/HTML Templates

. 2. Click on

New Template

and select

Standard Template

as the type. 3. In the

Record Type

dropdown, select

Opportunity

. 4. Click on

Create

. 5. You will be redirected to a page where you can edit the template. Here, you can customize the template according to your needs. You can add fields, tables, and even use FreeMarker to create complex layouts and conditional statements. 6. Once you're done with the customization, click on

Save

. 7. Now, you need to apply this template to your Opportunity records. To do this, go to the Opportunity record you wish to set the template for, click on

Customize Form

, then go to the

Print Template

dropdown field and select your newly created template. 8. Click on

Save

. Remember, the Advanced PDF/HTML Templates feature allows you to create highly customizable print templates for your records. You can use HTML and CSS to style your templates, and FreeMarker to add dynamic content. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

There is no Record Type dropdown when I click New Template

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