Update from template with options

Feature Request: Template Update with Selective Options

Summary:
Introduce the ability to update a Proposal (and related records) from a template with granular options that let users choose which sections or attributes to apply. This ensures that only the desired portions of the template (e.g., content sections) are updated, while other elements (such as BOE sections or workflow settings) can be preserved as-is.

Problem Statement:
When updating from a template today, the update is applied broadly, impacting all associated sections and settings. Users who want to refresh only parts of a BOE (for example, narrative content or specific fields) may unintentionally overwrite BOE sections, workflow configurations, or other elements they intended to keep. This all-or-nothing behavior creates risk of losing important customization, requires manual rework to restore preferred settings, and discourages users from leveraging templates for ongoing updates.

Proposed Solution:
Enable a “Update from template with options” flow that:

• Presents a clear checklist or set of toggles allowing users to choose which components to update (e.g., content sections, BOE sections, workflow, metadata/fields, attachments, etc.).

• Defaults to a safe configuration (e.g., only commonly updated content) while allowing advanced users to opt in to additional updates.

• Shows a concise preview or summary of changes before applying, so users understand what will be updated and what will be preserved.

• Applies the template update only to the selected components, leaving all unselected areas (such as existing BOE sections or workflow) unchanged.

• Optionally supports saving and reusing preferred option sets (e.g., “Update content only”) for faster future updates.

Benefits:

• Reduces the risk of unintentionally overwriting important BOE sections, workflows, or custom configurations.

• Saves time by eliminating the need to manually restore or reconfigure settings after a template-based update.

• Encourages more frequent and confident use of templates for ongoing maintenance and standardization.

• Improves user control and flexibility, allowing different teams or use cases to tailor how template updates are applied.