'CRM365 On Prem - Document Templates: how to hook the select event in the form menu
The CRM365 Form displays a convenient document template dropdown button where a number of actions could be initiated. Additionally, it displays the list of already existing document templates. The user can select one template in the list and it is downloaded locally by your browser. So far all good.
Our goal is actually to select the template, retrieve it, and create it in a Document Management repository. We have a working solution for this but it involves too many pieces and steps so we are looking for some better ideas.
Ideally we are looking for a solution where we can:
- "intercept" the click on the template item and run a JavaScript function
If we find a solution to this, the rest would be just calling our custom workflow to do the rest of the job.
So, is there any way to hook that "select/click" event from the form menu?
Thank you very much for your help and advice.
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