Multi-select hierarchy tree needed | Voters

Multi-select hierarchy tree needed

Kevin W

Hello, I would like a multi-select that allows a hierarchy tree. For example, I'm creating a Data Inventory table. Data categories are multi-leveled. At a high level, I'd like to have categories like "Aggregated Data" under which I could list types of Aggregated Data like user metrics, performance data, trend analysis data, etc.

December 25, 2023

Johan v S

This request may be very similar to request "Nested/Sub records"

Gady Margalit

If I understand the meaning, a hierarchy tree support would be great
For example, Country->City -> Street
or
Category -> Sub Category -> Product
and many more

Michael Webb

I agree with this suggestion. I have been struggling to build a form of General Ledger cost tracking for managing a Home Owner's Association. I have had to build and successively link together 
1) Master file tables containing 
a) GL accounts and sub-accounts along with attributes (e.g., income vs expense, operations vs reserve, etc.).
b) The committees (aka functions, or "programs") along with the main goals / projects to be managed under them.
2) A detailed tasks table liked to the GL Subaccounts table and the Goals / Projects table, containing the task information, date ranges, etc. 
Although summarizing the tasks table to the projects works great, summarizing the budgets vs actuals is a pain. It requires two separate tables: 
a) A table summarizing the GL Subaccounts (from the detailed tasks table) to GL Accounts per month. 
b) A table summarizing the GL Accounts per month to GL Accounts per year, where individual columns for each month contain a function summarizing each month's expenses. 
These enable me to convert SmartSuite's row (database) orientation into a more user friendly spreadsheet orientation where goals/costs/work types are in rows, and progress vs budget can be tracked in columns by month. Being a non-coder "citizen developer", figuring out how to do this has taken me more than a month of diligent study and experimentation. 
As I understand it, "a multi-select that allows a hierarchy tree" would have enabled me to do the subaccount to account summarization in one table instead of two. This would greatly simplify the configuration and trouble shooting required. 
If SmartSuite intends to facilitate iterative management practices such as those described in "The Lean Start Up", "The TameFlow Approach", or Operational Excellence's "Hoshin Planning" - things which integrate financial (GL) with operational accounting (as I'm sure you do), "a multi-select that allows a hierarchy tree" will be an essential function that makes things easier.