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SimplicIT Services
Participant
October 4, 2022
Question

Use same template multiple times in one agreement with different data

  • October 4, 2022
  • 1 reply
  • 565 views

When using the same template multiple times in one agreement, data is being copied from one document to every other document of the same template. Is there a way to specify that each use of the template should have unique form data?

 

Example: If I include one Master Services Agreement and two Statements of Work, I like that the company name is the same across all the documents but, the deliverables (a Text Input field) should be different for each SOW.

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1 reply

Meenakshi Negi
Community Manager
Meenakshi NegiCommunity Manager
Community Manager
October 6, 2022

Hi SimplicIT Services, 

 

Thank you for reaching out.

 

If you are combining the same form, then it is the designed behavior. What exactly is happening here is the form field names on all forms are the same. So that is the reason the information get duplicated to all form from the first page.

The only way to get what you are trying is to change the name for the corresponding form fields on other forms. 

 

Let us know if you have any questions.

 

Thanks,

Meenakshi

S
SimplicIT ServicesAuthor
Participant
October 6, 2022

Thank you for the confirmation Meenakshi! Is there a way to submit a feature request? It would be very beneficial to mark fields with the same name as unique so that this intended behavior doesn't occur. 

 

Changing the name on one of the forms changes it on each form so that is not an option. I would also prefer not to keep multiple templates with all the same fields but different field anmes to accomplish this.

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