![]() ![]() ![]() Copies the proposal template you previously created and associates it with the grant opportunity record (“Copy Quip Document“ core action).This would ensure that if a user wanted to get a head start on the document, they could have done so manually and you don’t want to overwrite what they started. You can also include in the criteria that the document URL field, which is required for the Quip document to be linked to is null. Runs based on the stage change for your grant opportunity.Create a record-triggered flow that does the following:.Add the Quip Document component to the Lightning page on your related record, which in this scenario is the grant opportunity record. ![]()
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