Canvas and Views of table

1

Hi, I have a quick question.

I have a Customer User interview Template (table) with some questions:

Then I have a Customer User interview CRM (Table) in this I have a Canvas column " Note from interview". I would like to add a view of Customer User interview Template (table) as a template in the Canvas column so I can add another column to fill the answers for this user. It looks like Canvas template produces only disconnected table instead.

Thanks :pray:

2

Hey @Gaspare_Mura,

You could use some subtables to link in the questions into a row that would allow you to fill out questions as assigned by the Customer as needed. You can group the questions and then have those questions show up in a subtable when you open the customer row. Here is a great video from our very own Maria on how to do that.

Subtables Video

Best,
Dan

3

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