I'm looking to use the ""Create from Template" functionality to populate a document that has certain fields at the top for things like Initiative Name, Owner Squad, Quarter, Dependent Squads, etc. I then want to show this info as a row in a chart or table on a separate page, and each time a new doc was created from the template a new row would be added to the chart or table. I have a couple questions on how best to do this:
What do I need to use for the chart or table that shows that info as individual rows?
How do I set those specific fields in the template to show in the chart or table?