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I have a standard Client List that I use for a variety of products and templates. Is there a way to share this custom list across templates? Otherwise, I am having to update multiple lists with the same information. Thanks.
No I'm afraid not, the ideas is that templates are deliberately separate.
You can move products onto a common template if that would help.
Well, our list of clients, for example, are the same across all of our products, but there are different workflows depending on the product (i.e. development effort, audit, integration, etc.). I have a template for each different type of work to accommodate the different workflows.
If it's not possible to share custom lists across products, then having the ability to upload a custom list might help. I could keep a master list in Excel and then upload it to the appropriate lists when changes occur. Clunky, but less likely to lead to errors when adding them manually ....and hoping I remember to add/delete changes to ALL lists.
bbernardin see please my thread:
Proposal: Remove default workflow settings from template - T - Inflect (inflectra.com)
So you will have one template, the same custom lists but different workflows. So, I guess, it is what is needed.
Are there any news when it is going to be implemented?
And if you have any questions, please email or call us at +1 (202) 558-6885
