Hello all! I am trying to figure out if it is possible to use a regular spreadsheet view to input data and then use that view to export to a custom template PDF/CSV/Form.
For example, I have a master list I am trying to see if I can export into two separate custom templates. One would be for client information and the other would be for our information.
I am looking to see if I could create two custom templates that certain fields would be linked to the master list. Those fields would only export to the template that I have chosen to export to. All of the information will be pulled from one master record and exported to different custom templates.