SmartFields - new data types
in progress
A
Alexander Joslyn
I think it would be neat to be able to handle hyperlinks (url + text), this would help us for appendices.
Created by Laura
Clive Jordan
in progress
Currently in progress:
In addition to adding SmartFields to Cover Pages and Headers+Footers ...we're adding some new SmartField Data Types!
CURRENT_DATE (today’s date)
EXPORT VERSION (v001, v002, etc - populated when exported)
CREATED BY NAME (the person who creates the export)
CREATED BY TEAM (the person's team who creates the export)
PROJECT DESCRIPTION (current field in project settings)
EXPORT TITLE (document title added when exporting)
EXPORT DESCRIPTION (a new optional field when saving the export - not available for automated exports)
MILESTONE DESCRIPTIONs (in addition to milestone name and date)
URLs - (with two inputs to add a link and a name)
O
Ondrej Vitek
Hello, i would also like to add a request for another system smartfield:
Project Description.
We use it in BEP and EIR as well and it would be super helpful just to put the description in the project settings -> description box and let it automatically fill in the system smartfield in the documents.
Clive Jordan
from Craig Walker 👍
Add SmartFields for:
- document number
- document revision
- document author
- revision date
Clive Jordan
Merged in a post:
Add contacts to SmartFields
B
Benedek Vaszi
Being able to use information from Teams and Team contacts in SmartFields
A
Alexander Joslyn
Clive Jordan
Alexander Joslyn Excellent! Can you comment on which SmartField data types you would like and how you would like to use them?
A
Alexander Joslyn
Clive Jordan:
URL: for project platforms or appendices
Optional text (for our templates) that can be activated or not (hidden).
List of items: for instance for setting up storey names or the list of materials allowed in the project => would mostly make sense if related to the Scope module (I talked a little about it in the main SmartField post).
Team or contact info: might be interesting to insert a team or a user and chose which data to display (select from name, email, phone, role...)
Speaking of it, it could be interesting to provide more flexible use of the Teams page (also see my post on this matter https://plannerly.canny.io/ideas/p/companies-vs-teams)
For the signature field, I'm not sure because this would probably have to be related to some kind of workflow, maybe you have some idea that has to do with the Contract module?
Additionally, it would be neat to be able to automatically insert the date of the current day on the page cover or in the header/footing of the document (in the PDF generation).
Clive Jordan
Alexander Joslyn: Excellent - thanks for this input - the product team will use it as input for any new SmartFields features 👍