You can now create more than one custom order document for the same order. Until now, only one template could be used per order, even if you had set up several. Now every template whose settings match the order can produce its own document, for example a separate document for each purpose or recipient.

How it works

• In the Document Builder, custom order document templates have a new setting Order type. Use it to restrict a template to a certain order type, for example sales orders or returns. Existing templates are set to all order types, so they keep working as before.
• You can have up to 5 active custom order document templates with identical order settings. Activating a 6th one is rejected with an error message. The same applies to templates whose settings overlap with an existing template without being identical.
• Order overview: when you create a custom order document, you can now select the template to use. A selected template creates exactly one document.
• Order group functions: the function has a new template selection. The default Create all creates one document for every matching template. Select a template to create only that document.
• Flows: the action for creating a document has the same template selection. The default Create all creates one document for every matching template.
• Event procedures: all matching templates are always used, so one document per template is created.
• Email templates: if you attach the custom order document, you can now select the template whose document is attached. Without a selection, the documents of all matching templates are attached.

What you need to do

• Nothing, if you want to keep the current behaviour. Existing templates, flows and email templates keep working. Flows and email templates saved before this change now create or attach the documents of all matching templates.
• If you used the priority setting to choose one document per order, check your flows, event procedures and email templates. Select a specific template wherever only one of the documents should be created or attached.
• If you want several documents per order, create the templates with the same order settings and the same order type.

Good to know

• If one template cannot be generated, the documents of the other matching templates are still created. You see an error message for the one that failed.
• For email templates, you can select one template at a time.