Automation: Duplicate Pages and update Document Fields

Suggestion Box
1

I use a detailed template with various tables, formulas and relational fields that I customized in Coda to prepare for interviews. As of right now, when I schedule a new interview, I manually duplicate my interview template and then manually make updates to each page, some of which are purely text based and others that are views of the tables from the original template.

Ideally, I’d like to automate the template duplication process. It’d also be nice to automate updates to in-line relation fields that I use within text-based pages throughout the template.

For some context, I already have automation that either adds or updates rows in various tables once an interview is scheduled. It would be ideal if I could also automate the 1) duplication of a document and all its subpages and settings, then 2) automate in-line relation fields from within the duplicated pages. Even better if I could automate updates to table filters as well :innocent:.

Let me know if you need me to clarify some of the things I wrote. Thank you for reading my suggestion, and I hope you like my ideas.

2

while this feaure for coda pages might be useful,

you can achieve the same effect today by making your page a canas column in a table.

then you can use formulas to duplicate the row, which duplicates the ‘page’ canvas column

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3

I’m still not able to automate the duplication of the documents? While, I can see how maybe using canvas fields as separate pages in the template could help in terms of autofilling a new page, I’m not sure if it can be displayed in the form of a regular page like I want it to be.

4

no - the canvas field cant be displayed as a page.

take a look at the DuplicatePage() formula that allows you to make a button that copies your template page

max