Tools to describe business procedures

[Haslien]

I’m a bit late, but I just discovered this topic.

@mgiammarco

what is a quick way to copy a template and assign to someone to fulfill?

This specific question I think can be done using a small guide I made. You then assign the person to the created entity that uses the template.

Basically you use a field dropdown to determine the template (rich text field content) loaded.

[Quick guide] Using automation to populate template in child from parent

I am sharing code for using Automations to populate a rich text field from a linked parent. Scroll to the very bottom for another video that shows the entire process. Parent Type has a Rich Text field named My Template. Child type has the default Rich Text field called Description. Goal: Copy the content of Parent Type/My Template into Child type/Description when I create a new Child type that has a link to Parent Type. Video demo: Setup This is the relationship I have: [image…

At the bottom I go quickly over using multiple templates, which can act as conditional logic.