Organizing Solutions into Folders
planned
P
Patrick
With every client getting their own Solution. And every 20 clients being their own group for our staff. Grouping the solutions into folders would be a great step in the organization since after about 20-30 Solutions the list will get longer and will take time to search for each client. As well as separating the Solutions we use for our company vs our client Solutions.
G
Gary Ford
Jon Darbyshire - I defiantly support this feature... When implemented could this also enable the search tool to be limited to specific folders or folder groups.. At times it is wonderful that search looks at everything, but typically many of the search results are full of clutter from solutions that I know don't need to be searched for what I am looking for.... Maybe there could be search rulesets created for each folder to more focus a search when needed. For example a "local" search might just look at the table currently open and the "expanded" search might look at all tables in a folder, while the "super" search looks at everything. I could see that the search tool could be controlled by different rule-sets depending on the folder or table that is open. Possibly this is controlled at the "view" level.
Vasken Bakalian
Jon Darbyshire we have this planned since 2+ years, any progress or updates here?
Related request Permissions on the Solution grouping level
Made a separate request here: https://smartsuite.canny.io/feature-requests/p/permissions-for-solution-groups-sections
Now I feel the need of solution groupings more then ever.
I have a solution group for
- Internal system to manage my consulting /freelance business
- Group of solutions for content (where each solution is a unique use-case linked with a loom recording, to keep them clean and isolated)
- Group of solutions for different client projects (usually demo or temp solutions until they're moved to the client workspace)
- Another groups for draft, learning, experimenting ..etc
Peter G.
It's surprising that this has yet to be addressed. Two years and running...
Lots of good suggestions. Tabs, Sections (accordion controls), folders, squares within squares - all good. So offer those options and allow the user (account owner) to decide which option. It can't be that hard - right?
Jesse Wallace
I really hope this is right around the corner. We just got started with SmartSuite a few months ago, and already our file browsing is a mess because of far too many unique files with no way to organize them.
Brian Dollen
Merged in a post:
Folders for favorites to clean up my home page.
S
Shannon Brinker
I would like to be able to organize Solutions into folders with similar solutions on the home page. We have a lot of solutions and I would like to have them look neat and clean. I don't like to have to search through a sea of solutions.
Nate Montgomery @ SmartSuite
Jon Darbyshire
Great to hear your perspective, Xist Publishing! I have a few more questions for you:
- Could you provide more details on how you envision the grouping feature? For example, would you like to create your own groups or have predefined ones?
- What kind of information would you like to see within each group? Would it be different from what is currently displayed in the 'All' and 'Favorites' sections?
- How often do you anticipate needing to move Solutions between groups? Would a drag-and-drop feature be helpful for this?
I
IT Administrator
Agree, Love this
R
Rhonda Rosenof
Agreed! When I saw that "folders" were available, I got all excited and then I realized that was to organize views. Definitely need a way to organize folders on the Home Page.
T
Tisha Klemetz
Yes please, I'd love this one too!
Vasken Bakalian
Tisha Klemetz: It's coming soon 🙂
Load More
→