This guide covers choose one or multiple templates in Gutenburg. A list of available templates is presented to choose from.

A list of available templates is presented to choose from.
A list of available templates is presented to choose from.

Workflow

  1. Template ListA list of available templates is presented to choose from.
  2. Template ListOne or multiple templates can be chosen.

Controls and settings

  • Template ListA list of available templates is presented to choose from.
  • Template SelectedOne or multiple templates can be chosen.

How this fits into the end-user workflow

The end-user workflow stays inside the Salesforce context: select the applicable template or templates, create the PDF, review the generated result, and return to the source record.