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Can I build templates in proforma globally or only "by project"?


Is there a possibility to build global templates in proforma? Or only per project?

I have no template section at --> apps --> proforma --> forms.

thx for your help!Unbenannt.PNG

1 answer

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Fabian Lim Community Leader Oct 16, 2021

Hi @Thomi

Based on the instructions it looks like you have to create a template and then apply them to the projects manually. 


Hi @Thomi and @Fabian Lim 👋

That's right. At the moment there isn't an option to create global templates. This feature has been requested a number of times and I've added a link to this post to the product board. 

I can't say if or when this will be developed, but we appreciate your suggestion!

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@Fabian Lim @Peter Preston 

Thanx folks for your anwers. Yes, this would be more than just helpful! Hopefully, one day... :-)

Kind regards


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