Enabling Template Text Copies

← Configuring Draft Editing Options

Depending on your organization's requirements, your user may have to modify the texts for individual invoices, without applying the changes to the invoice template. To this end, JustOn can copy the text field contents of a template to a draft invoice.

To enable this option, you add the Copy Text button to the invoice detail view.

1. Navigate to the object management settings of the Invoice object.
2. Click Page Layouts.
3. In the Invoice Layout row, click Edit.

4. Add the Copy Text button to the page layout.

   In Salesforce Lightning, drag the button from the Mobile & Lightning Actions palette to the Salesforce Mobile and Lightning Experience Actions section.

   In Salesforce Classic, drag the button from the Buttons palette to the Custom Buttons area.

5. Click Save.

   For help about modifying page layouts, see Managing Pages.