3 results found
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Type Specific Captions for a Custom Field
The platform was enhanced in recent years to support different display order numbers on a single custom field by Application Type. This allowed us to finally be able position a single field in different positions on different forms. It would be great if we could also support different captions for that one field by Application Type. The only way to do this today is to create multiple fields for the same purpose and then use the value storage setting to store each discrete field to a master field for reporting purposes.
7 votes -
SmartFolder Direct Access Hyperlink
The SmartFolder Link custom field allowed users to add a clickable folder link directly within a record. When clicked, it opened the associated SmartFolder in a modal window, providing quick access to documents without leaving the page.
Use Cases:
Quickly access client or project folders directly from the record.
Enable workflow participants to view or manage related documents during task completion.
Streamline processes such as document review, onboarding, or audits by embedding direct folder links into forms or workflows.
Restoring the SmartFolder Link field would improve efficiency by providing seamless, in-context access to folders where related documents are stored.
3 votes -
1 vote
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