Share Custom Lists Across Templates

Tuesday, December 28, 2021

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.

4 Replies
Tuesday, December 28, 2021
re: bbernardin Tuesday, December 28, 2021

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.

Friday, January 7, 2022
re: inflectra.david Tuesday, December 28, 2021

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.

Friday, January 7, 2022
re: bbernardin Thursday, January 6, 2022

bbernardin  see please my thread:

Proposal: Remove default workflow settings from template - T - Inflect (


So you will have one template, the same custom lists but different workflows. So, I guess, it is what is needed.

Wednesday, January 19, 2022
re: ilyapolyakov Friday, January 7, 2022

Are there any news when it is going to be implemented?

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  • Started: Tuesday, December 28, 2021
  • Last Reply: Wednesday, January 19, 2022
  • Replies: 4
  • Views: 1330