Dynamics Fields in Docs Templates
L
Layssa
Ability to Automatically fill variable fields in a document template with information entered through a table, list or form. Especially useful for recurring documents where only a few fields change! Example:
---
Table
Doc! | Name! | Country! | Activity!
Doc1 | Name1 | Country1 | Activity1
---
Doc Template:
Hi <Name!> from <Country!>, thanks for your participation in <Activity!>.
---
Automatically in Doc1:
Hi "Name1" from "Country1", thanks for your participation in "Activity1".
Thank you! ;)
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Philippe Feracci
I would like to be able to add account fields to documents and if changed for them to be changed on all documents including templates such as:
> Logo: for document header,
> Company name, address, email, phone number: for document footer
C
Chris Nicola
Another example would be @today which is available in a lot of other tools. This would insert today's date when a template is used.
D
Doris Gutierrez
This would be a good feature, but apart fromt that, it would be good to include in a doc a field (not neccesary linked to a task) to select for example status or project phase or even selecting a date from a calendar
Caroline Ginty
Merged in a post:
Rollup fields in docs
R
Rik Arkema
I would like to create Quotes and Invoices using rollup fields in docs.
First select the task where the rollup fields apply to, then they're filled in from the task
P
Pablo Sanchez Morillo-Velarde
This should be a feature asap!! 🙌🏻
C
Colton Bollinger
jsut wonder why it's not included yet in docs.
J
Jort Klarenbeek
This would be a huge addition to the Doc feature!
Matt Durand
This would be great! I think the Airtable page designer block is a good reference/comparison for this feature: https://support.airtable.com/hc/en-us/articles/115013405168-Page-designer-app-overview
L
Layssa
Hi Rik! Exactly! I believe we are looking for something similar, I tried to exemplify in: https://clickup.canny.io/feature-requests/p/dynamics-fields-in-docs-templates