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Dynamic record templates

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6 - Interface Innovator
6 - Interface Innovator
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.