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Filtering Templates to Display by CRM Entity

Last updated 2016-08-04 15:00:36 UTC

It is possible to filter the document templates that are displayed to a CRM user based on a tag specified on the template.

To indicate which entity a template may be presented to, add a comma delimited list to the template tag using the syntax:
#entityfilter:{entity1[,entityN]}

  • For example, to display a template only when the AssureSign document is being launched in the context of an account, use the following tag:

    • #entityfilter:{account}
  • To display a template when the AssureSign document is being launched in the context of an account or a case, use the following tag:

    • #entityfilter:{account,incident}
  • To display a template when the AssureSign document is being launched directly, unlinked to another entity, use:

    • #entityfilter:{asign_assuresigndocuments}
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