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I've created a document Word template for opportunities. Currently, when you click the "Word Template" button from within an opportunity, it downloads the template with the opportunity data in the document. The user would then have to upload this document back into the opportunity to save/store it. Is there a way to automate this so that when the user clicks the "Word Template" button (or a custom button if necessary), the template with the opportunity data is automatically saved into the Document area of that opportunity so that the user doesn't have to upload it? Thanks in advance for any help/ideas.
Yes, it is possible to automate this but this would require lot of effort to build the automation. This involves, creating a custom button which calls the custom workflow. That custom workflow will then first programmatically download the word document and then "The complex part" connects to SharePoint, find the folder location of the opportunity record and then upload that document
Hope this helps.
Thanks! I'll give that a shot.
Please close the thread by markeing tha suggestion as helpful if it helped you.
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