TEXT(SmartDoc) | Voters

TEXT(SmartDoc)

YES Integrations

Problem:
The text in a SmartDoc cannot be accessed using a formula field. TEXT(SmartDoc) just returns "Yes" if the SmartDoc has content and "No" if it does not.
Solution: 
Allow TEXT(SmartDoc) to return the text content of the SmartDoc

August 9, 2024

Jon Darbyshire

Thank you for posting, YES Integrations! I have a few more questions for you:

Can you provide an example of how you would use the text content of the SmartDoc in a formula field?
Are there specific parts of the SmartDoc content you are interested in or do you need the entire text?
Are there any specific formatting requirements for the returned text content of the SmartDoc?

YES Integrations

Jon Darbyshire

Use in formula fields or lookups to show a preview of the text in the SmartDoc in other tables
The entire content of the SmartDoc rendered as plain text (so images should use alt text, tables and other features removed) would be ideal, but as a starting point just the text content of the SmartDoc is most important
Should be plain text