Smartdoc field in Lookup
Patrick Szydlik
In the past I believe I had a text area field and I converted it into a smartdoc field that was able to be used in a lookup. With all the capability a Smartdoc field currently has I am sure it is not as simple of a feature addition as it may seem, But Text Area Fields have limited capabilities for formatting.
I would like to use Smartdoc fields that have checklists and formatting as a lookup to display the value in a different app. Currently I have a smartdoc field that has values in it per client, per record. If I have an update I would have to either create a CSV File with matching titles and do an import hoping the formatting stays the same or use an automation to update every record. If I Bulk update the column with the paste feature it spreads the values out across multiple records so that isn't an easy option for updating values. However if I had those records linked to one profile with a lookup field then anytime that field value is updated it would reflect across all the connected records seamlessly.
Not a high priority compared to other requested items, but would be nice in the roadmap.
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Adam Johnston
hey Patrick Szydlik, you can add a Lookup-like field pointing to a Smartdoc using the Formula field
Patrick Szydlik
Adam Johnston Interesting, Thank you,
I will have to do more testing. I see the value show up in gridview no problem, but in the record itself it isn't displaying, but it might still be populating.
I will test the lookup of the formula and the usage in automations, but this might work nicely.
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Patrick
Adam Johnston Thank you for this, I was able to convert all my smartdoc fields into formulas then use the lookup field of the formulas to display in another application while preserving formatting.
Jon Darbyshire
Hello Patrick Szydlik! I have a few more questions for you:
- Can you provide more details about the specific formatting capabilities you need in the Smartdoc fields that are not currently available in Text Area Fields?
- Could you elaborate on the frequency and volume of updates you typically have to make to these fields?
- Can you share more about how this feature would fit into your overall workflow and how it would improve your experience with the product?
Patrick Szydlik
Jon Darbyshire
If the Text area field had a bit more basic functionality that would be awesome.
Bold, italic, strikethrough, Headers, Checklists, font color.
I don't think AI, @, Images, or anything else the smartdoc field has would be needed. Most of my smartdoc fields don't ever go past that functionality anyway.
These fields are not currently updated a lot in terms of frequency, but when they are updated it is the amount of records that have to be updated.
I have 3 different apps. Posts, Stories, and Engagement.
Each of one these has some sort of client custom field.
Client compliance in posts, Client preferences in stories, and a variety of locations and hashtags in engagement.
Each client has these records built out for a year for either 3 days a week or 5 days a week.
WHEN a change is made all the records have to reflect those changes. The thought of having that information in their client profile is appealing.
That way I could just bulk past in the title into the linked record field and use a lookup. If I change the field in the profile the lookup would change for every record and also be reflected in the automations used.
It wouldn't significantly impact workflow because to my team and clients the result is the same. It would impact automation usage and impact the time of making the updates in the future.
I know there are other benefits as scale as well with tracking and creation of records, but currently this is what pops into mind.
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Patrick
Jon Darbyshire provided a link with a screen recording