Allow DocuGen views to be copied along with their settings

Ideas & feature requests
1

Currently, if you want to use the same DocuGen view settings on another board, you need to create a new DocuGen view and manually recreate the settings on the new board. It would be great if DocuGen can copy settings from one DocuGen view to another without having to manually update the settings on the new view…

This would be useful for the following use cases:

  1. When we duplicate the board containing the DocuGen view
  2. When we make a copy of the DocuGen view on the same board
  3. When we use the Cross Account Copier
2

It seems that Docugen views will get replicated when you duplicate a board or when you create a board from a template that has Docugen views. However, the Docugen view settings as well as the integrations will not be replicated. You’ll just have a fresh Docugen view that you will have to re-fill again.

3

Hi @wonq33

We appreciate your feedback. Yes indeed, unfortunately, this is the behavior. You need to re-setup the settings of the DocuGen view. However, with regard to the integrations, they should be replicated on the board.

Thank you!

4

We sometimes need to copy a DocuGen view. For example:

  1. When we duplicate the board containing the DocuGen view
  2. When we make a copy of the DocuGen view on the same board
  3. When we use the Cross Account Copier

In such cases, we would like to be able to copy the DocuGen settings from the original view to the new view without having to manually update the settings on the new view.