SmartFields - change default to Exclude (or allow us to choose our preferred default for our system)
Can there be a way to choose your system's preferred default for SmartField inclusion? Currently it defaults to Include. Ideally we'd much rather it default to Exclude, or at least give us the option to choose our default.
The issue is that with numerous system admins making changes or adding fields over time, we inevitably are forgetting to toggle this to Exclude and errant fields then show up in our exported pdf files - that we often are completely unaware of. This could cause a file to being shared with users who should not have access to some of the exported information we did not intend to be "included" as a SmartField.
We are creating a new UTA and have decided to do a bulk update on ALL new fields to change this setting to Exclude, but only once we're really close to go-live so we know we didn't miss any. Then, when we're ready to create the pdf exports, we'll "opt-in" the specific fields we really want to be included at that time.
Jennifer Baugh
shared this idea
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Thanks for the detailed use case, this helps understand the challenge that you face. We will monitor interest to see if others vote this up for future consideration. Thanks
