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Kenneth G Walz

• June 09, 2020 21:00

Say that I maintain two lists, one a daily journal and the other a list to manage my business development process. Is there a way to automatically pull e.g. a journal entry documenting a sales call from the journal list to the appropriate spot on the business development list? Or is the only solution to manually copy the entry from one list to the other?  

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  Frank (Workflowy Support)

  • June 10, 2020 03:20

  Hi Kenneth,

  Just to be sure... are you talking about relocating the list in question...or having it in both places?

   

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  Kenneth G Walz

  • June 10, 2020 11:07
  • Edited

  Having it in both places. I'd like to enter the information once and then be able to see it in different contexts, multiple views of the same info. Much like what can be done in Excel using pivot tables.

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  Frank (Workflowy Support)

  • June 10, 2020 16:30

  Okie... so you're asking about a feature called Cloning/ Transclusion. We're busy working on this at the moment. We have a working model and will be releasing for testing in a couple of weeks.

  ~ Frank

   

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  Kenneth G Walz

  • June 10, 2020 20:46

  Thanks! Looking forward to trying it out.

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