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Share your product feedback

Status Future consideration
Categories Account settings Notes
Created by Brittany Rhoney
Created on Jun 29, 2026

Add spreadsheets to record template text editor

What is the challenge?
  • Spreadsheets do not appear as an option to add to record templates via the text editor

What is the impact?
  • Users cannot include spreadsheets as part of record description templates

Describe your idea.
  • Add this option to the text editor for ideas, initiatives, epic/feature/requirement templates under Account Settings > Status and workflows

  • Attach files