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Templates Missing After Button Click

Problem

The user is setting up S-Docs for the first time and they identified the templates they created are missing.

Solution

The templates are often missing after the button click due to the button code being incorrect or the template having incorrect values.

  • If the button is created for a custom object, ensure the template and button code use the same object API name. If the button was created with the application, no changes are needed.

  • Ensure the template is checked for "Available For Use" and that the "Related To" field has the correct object selected.

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