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Have the conditional fields logic stay with a shared template from another workspace.

When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

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AdminSarah Herbaugh (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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  • Jaynna Ellis Dela Llana commented  · 

    Please preserve the conditional fields in the template. What happens is when a template is bundled with other documents the template loses the set conditional fields.

  • Jessica Hollingsworth commented  · 

    Also need the conditional fields to be maintained in the content library. This is going to leave a lot of room for errors if we use a shared template and don't realize the conditional fields aren't there!