Advance use of templates

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There’s only two ways:

  1. You don’t use Cross-doc but instead set up an if-this-then-that automation with Zapier or Integromat to pick up on new/edited rows and upsert relevant rows in different docs. Here’s an old video where “row updated” trigger was not yet available (with Zapier):

    [Video] Sync data changes from one doc to multiple docs (e.g., admin → individual users' docs)

    Here’s a newer one (with Integromat, longer):
    How I build: The 1-on-1 Playground doc — Part 2/3 - YouTube

  2. Make a setup in your templates doc where you can swap the views. That tricky tutorial that you saw is here:

    [Video] Swap a cross-doc table in a doc (e.g. duplicate a doc and share with a different client)

    You can also automate the creation of such per-client views like I did here (at ~3:12:00):

    https://youtu.be/1QWf8ybNhLY?t=11485

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