Create block content in Document Templates

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Each document template block can have multiple block contents. Each content mapping to a condition.

    Vorbereitungen

    Role required: sn_doc.admin

    Prozedur

    1. Navigate to All > Document Templates > Document Template Blocks.
    2. Select a document template block.
    3. In the Document Templates Block Contents related list, click New.
    4. On the form, fill in the fields:
      Tabelle : 1. Document Template Block Contents form
      Field Description
      Name Suitable name for the block content.
      Block Name of the document template block to which you want to associate the document block content.
      Order Order in which the conditions are matched. The first block content that matches the condition is considered.
      Active Option to indicate that the block content is available to use.
      Applies when Conditions are applied on the selected table on document template block.
      Applies to User criteria to which the block content is applicable.
      Applies to user User to whom the selected user criteria is applicable.
      Hinweis:
      If no value is selected in the Applies when and Applies to fields, then the block content will be applicable for the HTML template irrespective of the user and selected table.
      Body Text that you want to include in the block content.
    5. Click Submit.