Forms Used to Create Templates
Form Name |
FormID |
Navigation |
Usage |
|---|---|---|---|
Proposal Generation Setup |
W90CA242E |
Sales Force Automation Setup menu (G90CA03), Proposal Generation Setup |
Access forms to add templates. |
Work With Proposal Generation Templates |
W90CA242F |
Click the Template Administration button on the Proposal Generation Setup form. |
Search for existing templates, or add new templates. |
Add BI Publisher Object to Repository |
W95600B |
Click Add on the Work With Proposal Generation Templates form. |
Add a new template. |
File Upload |
Windows form |
Click Save on the Add BI Publisher Object to Repository form. |
Upload the RTF template. |