The big picture is that we have one centralized doc containing a table of tasks for all our projects. We have a project template doc from which we create individual docs for each project. The template should have a filtered view of the Tasks table via cross doc.
The issue comes with setting the shared account which is used to take cross-doc actions such as Edit Row and Add Row. I create a token from Insert → Cross-Doc → Settings, and ensured it is Shared with Take Actions and View Data enabled.
That account works fine when I create a doc from the template, but whenever someone else creates a doc from the same template, they do not have that shared account available and none of the cross-doc formulas work (notice the empty Account field)
Is there a way to make it so that the shared account that set within the template remains set and available in docs created from that template ? Thank you for all suggestions
