Add Custom Template Selection Filters


S-Docs makes sorting through your templates easier by allowing you to create custom filters.

This can be done by creating a new field on the S-Doc Template object. In this example, the filter we're creating is a picklist field that will help us sort through templates by region.

Create A New Field on the S-Doc Template Object

From the Setup menu, navigate to the Object Manager and click on the SDoc Template object.

Navigate to the Fields & Relationships section and click New.

Choose your field type and click Next. In this example, we're creating a picklist field.

Next, we'll add the values that we want to be able to sort our templates by.

Be sure to set the Field-Level Security to Visible on Step 3.

Create A New S-Docs Button

After creating your field, the next step is to create a new S-Docs button for the object(s) that you're using S-Docs with. Navigate back to the Object Manager and find your object(s).

Navigate to the Buttons, Links, and Actions section and click New Button or Link.

Enter the following values for your new button.

Label & Name: Enter a button label and name
Display Type: Detail Page Button
Behavior: Display in existing window without sidebar or header
Content Source: URL

{!URLFOR('/apex/SDOC__SDCreate1', null,[id=Account.Id, Object='Account', AdditionalFields='Region__c'])}

The addition of the AdditionalFields parameter will reference your new template field. Learn more about S-Docs button parameters here.

After creating your button, be sure to add it to your object's page layout.

Now, click your S-Docs button and see your picklist at work!

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