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How to reuse document with townhall meeting invitation

As we have already created a document with a townhall meeting invitation and extended it with resolutions and municipality members’ comments, we now want to reuse the template for the next meeting so we won’t have to do the same work again.

In the search box, the filter is set to particular meeting date. If we delete that filter, we see the table with all meetings, but as the perspective is still set to smart document, we can display document for particular row if we select the row.

Let’s change the filter for meeting date - we set it for the date when the next meeting is going to happen. The document has the same form as for the previous meeting, however, it is filled with just the right data from the table and we will continue filling it with agenda and resolutions.

That was really quick! Of course, we would have liked to provide you with a longer post, but were unable to do it, since with Lumeer, it is so easy to reuse the work you’ve already done.



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