Generate Contract Using Advanced Forms

Generate Contract Using Advanced Forms

 

  1. Advanced Configuration Needed in Advanced Settings:

cmx.generate.document.using.advanced.form = true

  1. Generate Document via Quick Create Option is visible from Quick Create as Generate from Advanced Form and need to use this option.

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  1. In the advanced form edit settings, need to make sure form label name matches API name and Template Annotation.

image-20250424-210131.png

 

image-20250424-210325.png

 

image-20250424-210432.png
image-20250424-210602.png

 

Generated Document:

 

image-20250424-210915.png