And 1 more... please make the linked table column headings follow the justification of the fields, currently the headings are all aligned to the left irrespective of the alignment of the data in the columns. This is especially an issue when using amounts or numbers as the data (which should normally be aligned to the right)

If it is not too late... please make the "line" component 100% level horizontally! Currently, "horizontal" lines are off by a tiny bit (1 px?) and they don't respond when trying to nudge them into the fully horizontal position.

Would be great to be able to add images from a lookup field. Right now it just displays the file name.

Would also be nice be create custom sized documents.

Would be great to be able to format linked or lookup fields.

Jami's list is excellent!

Here's my own list at the risk of repeating some of his items:

A Report Builder should INCLUDE, but not necessarily be limited to:

A printable, customizable, banded, multipage document

Report header and footer (that can be justified vertically)

Page header and footer (repeats on all pages)

Multiple optional groupings by field value(s)

Group headers and footers (repeats on all pages where groups apply)

Headers and footers should allow the inclusion of field values, text, page numbers, summary values based upon groups, current date/time display options, embedded images, etc.

Report sections should allow the inclusion of embedded images (e.g. logos) and borders

Font style selection including type, weight, color, size and other attributes should be allowed.

Dynamic calculated values

Linked sub-reports

Columns with optional column balancing

Automatic conversion to PDF format

Option to automatically email PDF to selected recipients

and much more…

Note, I have a RAD tool that I have been using for DECADES that does all this - and always did. SS needs to catch up to the old tools that had or have this kind of capability.

BTW: currently the list option in documents doesn't allow you to control the list's font size. I believe someone said it's set to 16 pts! That makes the list option fairly useless, I'm afraid.

If this is already stuff that is in process, it would be great to have some additional features added to image/file distribution as well.

In SmartSuite, this would just be basic image manipulation functionality (resize, reposition, aspect ratio) for an uploaded image, rather than just a linked URL (i.e. already hosted somewhere on the web with the exact aspect ratio).

Ability to export as a GIF the custom document designer per record.

Our scenario would be to also attach in the email automations a personalised gif with the client name on it and a custom mesage.

yes!!

A key feature I find missing in the document designer is the ability to dynamically display elements based on conditions, possibly on section level. For example, when generating a document from a form submission where certain fields are conditionally revealed based on a checkbox value, I'd prefer to exclude labels with empty values in the final PDF. It would be ideal to (in this specific example) create a section that is only visible if that one checkbox (yes/no field) is checked. Additionally, for the section functionality, having control over whether sections overlap page breaks or remain on the same page would be incredibly useful!

Jami,

I wanted to update you on the status of a few of these (really useful!) enhancement requests:

WORK AROUND

* Add option for Logo like on forms - We have added an "Image" page element, that can be specified independently from record data and positioned as you like on the page.

IMPLEMENTED

* Margins around page breaks are not working - The settings configuration screen supports a "Page Break Margin" value that will place space before and after a page break. In my testing it looks like it may be a little finicky with the spacing on the next page, so we'll continue to look into it to see if we can tweak that setting.

* Allow emojis in text fields - You can display emojis that are included in SmartSuite field text, and additionally can paste emojis into text elements. We still need to develop a better UI that would allow you to select a new emoji while editing a text element.

* Ability to resize columns in linked record table - Columns can now be allocated more space by increasing the number displayed to the right of the column name. Space is allocated proportionally, so if you have columns like this:

Column A: 2 <-- Gets half of the horizontal space

Column B: 1 <-- 25% of the space

Column C: 1 <-- Also 25%

We'll continue to update this feature request as we make additional progress here.