7 respuestas
Cam, yes you can defenitly do something like this, I have done it using Conga, what you can do is create a formula field that you do not add into the page layout of your object, you can use the CASE() against the values of your picklist to generate the url to call Conga, this is your information is not to dynamic.
Another aproach is to have a custom object to house some if the info that will be driven by the fields that you are selecting
but the keystone for this type of solutions for me has been the use of formula fields to drive what data/templates will be used depending in your "Business Rules"
Makes sense?
