Canvas template

1

Hi All,

I am playing around with Canvas columns at the moment, and have been able to do some really nice things with that.

I am trying to influence the template that a canvas column uses when it is initialised.

For example I have a project table, with different project types. If the new row in the project table is for a research project, it should pull in the page “Research Project” and if the new project is a software project, it should bring in the “Software Project” template from the relevant page.

Any idea how to do?

I could create two tables, but then I need to create a new table and related settings every time that I create a new project. A single project table feels more elegant. Or polymorphic for the nerds… :wink:

Regards
Rambling Pete

3 Likes
2

Yes, if someone can please let us know. I am extremely interested in adding a row with a templated canvas.

1 Like
3

This was my hack to enable templated canvases. I can do it, but it is not pretty. I eventually opted to avoid canvases and instead use lookups which can be expanded into full tables or cards in the Layout.

4

Hi Jacob,

If you want to use the same template for all rows it is straightforward. Just go to Canvas Options, and then select the page you want to use from the dropdown.

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Regards
Piet

1 Like
5

This is ok for a single type of canvas/template. Such as, your example. However, with a Master db/table approach this does not work.

!Light bulb! May be able to add a formula to set this value based on the selected properties.

6

Hi Ed,

Thanks.

But I do not want to create a formula that refers to the row of which the canvas cell is a member.

I want to use different template pages for different rows. So, if I enter a row for a project on software, I want the software project template in the canvas column. If I enter a row for a new research project, I want to the research project template in the canvas column.

Regards
Piet

1 Like
7

I have tried to use a switchif formula to set the template based on note type but not having any luck. I have a button to add a new note by type. However, the template is empty. :frowning:

SwitchIf(
  thisRow.Type = Meeting,
  [Meeting Notes - Template],
  thisRow.Type = thisRow.Fleeting,
  [Fleeting Notes - Template]
)
8

Hi Jacob,

Thanks for helping to think.

The only formula I could get that looks like it would help, is the DuplicatePage() formula. Unfortunately thought, the destination for the new page has to be another page, it cannot be a canvas column.

I have worked around that by having a button on the row, that will create a template page in a parent page, and saving the link in the row. I would have liked the page to be created in a canvas column. but this works as well. (Actually, this is what I did before Canvas columns were made available.)

9

@Piet_Strydom @anon66556985 @Ed_Wei ,

I was having the same issues discussed in the thread but I figured out how to create dynamic canvas columns based on a condition.

If you’re still interested, here’s the link to the thread about conditional canvas column templates.

2 Likes
10

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