My objective is to create some custom document templates that are connected to list data. At first glance I thought this would be pretty straight forward using quick parts but I have run into a snag that has me scratching my head.. One of the requested behaviors is to have sub criteria / options auto populate.
I am not sure quite how to approach this. or if its even possible with a document template.
Scenario: User selects "Company" from a drop down The address information auto populates (Address, State , Zip) If multiple addresses are present in the list for the company the fields remain blank and the first address options are limited to the addresses associated with the "Company"
The same behavior has been requested for adding contacts and so on.
Does anyone have some suggestions on how best to approach this?