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Former Member
Jun 08, 2016 at 06:45 AM

Restrict Word Document Template Options in "With Template" Popup of Attachments

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Hello All,

I have created a few word document templates to be used in Opportunity Transactions' Attachment assignment block. The document templates are working as need. I have a new requirement from my client to restrict the template options given in the popup, based on certain values of a zfield in Opportunity, when the "With Template" button is clicked. I know the "EH_ONNEW_WITH_TEMPLATE_BTN " event of view "GS_CM/DOCLIST". However, I cant seem to find where the templates are fetched and filled in the popup. Please advise. Any help will be greatly appreciated.

Thanks and best regards,

Jaimin