Auto populating Related Lists from Demand templates?
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44m ago
Is it possible to create a Demand template that auto populates some of the Related lists associated (e.g. Cost Plans, Demand Tasks, etc)? I have a team that has a series of predefined Cost Plans that they use for every demand. Outside of scripting their creation, wondering if the users could apply a template that would populate this data? Perhaps an opportunity for Playbooks?
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Demand Management
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