I am trying to duplicated a template using an automation (when I submit a form a new row appears on a table and a particular page is duplicated). This part is working well.
The issue I am running into is that I need most tables to be linked (connected views) so I can keep track of everything is one central place. Example: Each page is for a project. Each project page has a table with tasks for that project. I’d like each of those project page task to go back to one “master” project task table so I can either view an individual product page and see only its tasks, but also see all project tasks together on a dashboard.
In contrast, I have a list of steps I need to complete for each project. If I duplicate the page and use “connected view” then the project steps are linked together (when I check off a task for one project, its checks off that same box for all projects… which is bad ) I need that section/table to duplicate the data so each page/project functions independently for that specific table.
Any ideas on how to accomplish this?
Here is a link to the sandbox copy for you to look at:
If you go to Admin > Templates > Project Doc (XXXXX) you’ll see the documents i’m duplicating. The headings “Marketing Asset Tracker,” “General Non-Stage Gate Tasks,” and “Project Notes/Meetings” are the section I want to share with the master tables.
The “Stage Gate Workflow & Tasks” section is what needs to not be linked and be individually used for each project.
I really appreciate any help the community can offer.