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zeezackisback
Auto generation of documents
I need to figure out a way, to provide a checkbox, with approximately 32 items. Whichever items are tickets, the data is entered into a field and populates a document with pre-defined text.
I see this as being similar to a report but I am not 100% sure where to start on this one.
What do you mean, whichever items are tickets?
Maybe you can do that with a report or with some formula fields, but you might need something more robust for that like CongaMerge.