Apply a custom field template to multiple plans at once

Bosch has just decided to implement custom fields and already has 25+ plans. It is proving to be very manual and tedious to apply the new template to each plan one by one! They are also worried that if they ask each plan owner to edit their template of their plan, some people won’t do it and they’ll end up with visibility gaps on the fields they’ve defined are important to monitor across the org.

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Upvoters
Status

In Review

Board

Workspace Management

Date

7 months ago

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