Help

This Product Ideas board is currently undergoing updates, but please continue to submit your ideas.

Dynamic record templates

cancel
Showing results for 
Search instead for 
Did you mean: 
OfficeOurs
7 - App Architect
7 - App Architect
Status: New Ideas

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.

1 Comment
Sean_Murphy1
7 - App Architect
7 - App Architect

So far I haven't found a great use for record templates. If they could be used as you describe, that would make them more interesting.