pdf generation
We would like the ability to have SmartFields pull fields into the summary PDF based on the type of application / program. Having this universal doesn't work when you have many types of applications with various needs.
Elizabeth Sweet
shared this idea
SmartFields are designed to display all fields associated with a given application type. Fields that are not part of an application type will not appear in the generated summary PDF for that type.
If fields are shared across multiple application types but you need more granular control over which fields appear in the PDF for each type, there is a possible workaround. The @SmartFields(customfieldids)@ token can be used to return a subset of fields by specifying a comma‑delimited list of custom field IDs. By creating separate web page views for each application type and generating the PDF from those web page view fields, you can control which fields are included per type.
We acknowledge that this approach requires additional configuration and ongoing maintenance, and is not ideal.
While we see the value and utility in having more flexible, type‑specific SmartField behavior for PDF generation, this is not an enhancement we are planning to pursue in the near future. We appreciate the feedback.
