copy and past forms in Document Template across record types

It would be nice if we could copy and paste the format and merge fields on one form in a record type and carry it to another record type, i.e. from requirement to write up. In order to do that though, the fields need to match and right now the fields are pulling from different data sources, yet have the same title.

  • Guest
  • May 17 2022
  • Reviewed: Voting Open
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