Ability to Control Font Size for Linked Records in Document Designers | Voters

Ability to Control Font Size for Linked Records in Document Designers

Steve D’Amico

When creating documents, the use of a linked record is large and defaulted to size 16. The ability to control the font size like in most other field types would be helpful to generate more sizable documents.

Created by Nate Montgomery @ SmartSuite

July 15, 2024

Brendon Van Hierden

Your suggestion for adding font and size adjustments to linked records in SmartSuite is a great idea. Enhanced formatting options would significantly improve the presentation of documents like quotes, invoices, and reports, making them more professional and easier to read.

The junction table setup does provide a solid foundation for displaying linked data, and incorporating these formatting features could elevate the document designer’s functionality, allowing users to create more customized and visually appealing outputs. It would be beneficial for SmartSuite to consider this feedback to enhance user experience and reporting capabilities.

Amanda Peers

Yes! Need this. Not just font size, but typeface, color, style, etc. Not a big deal if you're using Arial 16 for everything, but linked records stand out if you're using a different typeface and/or size for other type.

Steve D’Amico

Hi Jon. My overall wish-for is that all types of text fields would provide the ability to change font size, especially since they're used together. As an interim, the default font size should be able to be changed.

The current use case is tracking construction and landscaping projects, which includes regular meeting minutes with listings of construction projects, each with a description of issues and resolutions. These can be text heavy and the default 16pt makes for a much longer document than is necessary or useful. A more standard 10 to 12 pt font would be better.
There are so many potential use cases that I don't think there is a 'correct' size. That will change based on the document type and use case.
I've only been using the Document Designer for a short time, but I need to adjust the static text fields on a regular basis, again based on the context.

Jon Darbyshire

Great to hear your perspective, Steve D’Amico! Following up on this:

Can you provide examples of the types of documents where you find the current font size to be problematic?
Are there specific font sizes you would like to have available for linked records?
How often do you encounter the need to adjust the font size of linked records in your documents?