Would save me a lot of time if I could generate templates dynamically.
See, I have a billing profile table and an child invoice table and would like to pull the values for the invoice table from the billing profile table.
Now, I had set it up with lookup fields but the problem came up that when the billing profile is changed then all the historical invoices are too . . .
So now I have it set up with an automation, but then you're limited to one trigger and big automations like that seem to break often.
So a template where I could use data from fields within a parent record would be amazing. I would just create a invoice from the billing profile and the fields would get filled in from the data in the billing profile.
