Summary:
- We would like to automate the creation of item-specific docs based on a board-specific template with column placeholders.
User story:
- A user creates a board-specific template with column placeholders.
- The user navigates to the Files column of the board item and creates a new doc instance using the board-specific doc template.
- Once the doc instance is created and linked to the item, the column placeholders get replaced with the respective item’s column values.
Use cases:
- Contracts
- Acceptance acts
- Purchase orders
Please let me know if there is an existing feature for this or if a new feature could be considered for this purpose.