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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Is it possible to create so called "global" layout object? You update it on layout1, and it is auto-updates in layout2 and layout3?

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Example: I have three Contract layouts and they share the bottom part, where person sign it. I called this object as Sign.

Sometimes, I add new merge fields to this part, and I have to go through all of the Contract layouts and add merge fields.

Posted

No.

You can however see if you can't replace that part with a card window so that it doesn't show the whole time but you only call it when it is time to sign.  That way you can create a layout that will be used in the card window and will be shared with all layouts where you need this functionality.

 

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Posted
1 hour ago, stan111 said:

Sometimes, I add new merge fields to this part, and I have to go through all of the Contract layouts and add merge fields.

Consider doing the "merging" in a calculation field. Then any change in the calculation formula will be automatically propagated to all layouts displaying this field.

 

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