Organize views in folders | Voters

Organize views in folders

complete

Jon Darbyshire

We have over 50 reports in a few solutions and it would be useful to organize them into folders to make it easier to quickly find them. Only need a single level of folders as we want to keep this as simple as possible.

May 12, 2022

Nate Montgomery @ SmartSuite

Merged in a post:

Sections for views

Aysha van de Paer

It would be great to have the ability to create sections to organize the various views of a table. This would make it faster to find the right view and also more visually appealling.

July 22, 2024

Aysha van de Paer

Sure - here is a video where I explain more about it: https://www.loom.com/share/680f6f4e732f4af0a9ccc089d1850339?sid=7023a078-28d5-4e37-9b7d-305e63c8a359

Jon Darbyshire

Great to hear your perspective, Aysha van de Paer! I have a few more questions for you:

Could you provide more details on how you envision the organization of these sections?
What specific views would you like to see grouped together in these sections?
How would you like the sections to be labeled or identified?

Alex Stoica

would be great if we could also delete folder to also delete all the views in that folder

Brian Dollen

marked this post as

complete

Chee Yuen Chan

Brian Dollen: unfortunately this is ONLY available in the PRO plan...;(

Daniel Halenko

Chee Yuen Chan Brian Dollenpro plan only? its such a simple feature at least make it avail in teams guys?

Jon Darbyshire

Merged in a post:

Folders for Views

Chaya Gutnick

I would like to be able to organize my views into folders.

December 16, 2022

Chaya Gutnick

Can't wait for this!

Wahid T. Yahya

Yes, one hundred percent. My views are growing larger too. at this stage It would be super useful to have folders or foldable sections.

Jon Darbyshire

Merged in a post:

Grouping of Saved Views in Folders

Jon Darbyshire

Ability to group public views in folders, within the report listing panel. SmartSuite will add the ability to create folders for public and private views, organizing large numbers of views into logical groups.
This capability will allow SmartSuite Teams to maintain a large number of views for a variety of scenarios without overwhelming Members with a long list that requires constant scrolling. Drag and drop capability will make it easy to place individual views in the correct folder and support easy reorganization.
This enhancement pairs well with SmartSuite's upcoming support for locked views, allowing SmartSuite administrators to construct a robust library of views that support any project or business workflow. Support teams can have a list of views pre-configured to rapidly sort through a large number of inbound requests. Sales managers can segment their data into views by region, sales rep or product. HR managers can organize views that provide details of their candidate pipelines, quarterly reviews and employee requests that are awaiting approval.

December 10, 2022

Stoyan Daskaloff • Design Lead @ SmartSuite

And here are the lovely designs that we've prepared. Will be live really soon !

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