Feature Requests

I have custom statuses that I would like to be applied to apps, records when I create them instead of the default statuses that are being applied. How can I use my list of statuses instead?

I'm coming from a system where I can set custom colors, therefore I have grown accustomed to looking at tasks at a glance and know the status of the task. I would like to keep that system as I still use that system. In general, having control over color is preferred.

Ability to see total time in a status

I have been using Zoho Projects blueprint feature which enforces workflow maintenance in specific sequence, where, if Blueprint is defined and enabled, the user doesn't change status manually using dropdown list from one status to the other, but they change the status by progressing the record using suitable buttons e.g. transitioning a status from [Open] to [Under Review] status, the user must click (Send for Review) button, etc. So, I was wondering if the same or a similar feature is available in SmartSuite. The use case for this feature is for Quality Management System (QMS) in Pharma, which would work almost the same as CRM as it has record in Open, Review, Approval / Rejection status: USE CASE - SIMPLIFIED EXAMPLE of CHANGE REQUEST: Note the Nomenclature: [Status], (Button) Overview: Change Request (CR) record is the parent. Task record is a child/sub-item of the CR. Meaning, one CR can have many Tasks. A Task has to belong to a CR (parent), it cannot stand by itself. In order for the CR to be transitioned to the [Closed] terminal status, all Tasks must also be either in [Closed] or [Cancelled] status. If any of the Task has [In Progress] or any other status other than [Closed] or [Cancelled], the CR cannot be closed. Here is the workflow example: STEP 1a [Open] > (Submit) > [In Review] - the user fills certain mandatory fields in the CR record <mandatory fields: Assigned, Reviewer, Approver, Description of the change, etc> and save the record. The record acquires [Open] status after saving. The user <CR creator / Assigned> clicks (Submit) button, and the record's new status becomes [In Review]. The Reviewer person gets an alert about record pending his review. STEP 1b [Open] > (Cancel) > [Cancelled] When the record is in [Open] status as above, the creator/Assigned person can opt to cancel the record by clicking (Cancel) button. The user is prompted for a mandatory justification windows to justify cancelling the record, followed by mandatory credentials (username/password - which acts as an Electronic Signature) to commit the cancellation, and the record acquires [Cancelled] status, and locked for all type of editing (all fields greyed-out) //NO DELETION OF RECORD IS ALLOWED IN PHARMA QMS SYSTEM - hence the [Cancelled] workflow status// STEP 2a) [In Review] > (Reviewed) > [Implementation] The person in Reviewer field reviews the details of the change, edit if necessary and save the record, followed by him clicking the (Reviewed) button. The record then acquires [Implementation] status. STEP 2b) [In Review] > (Reject) > [Cancelled] The Reviewer person can opt to reject the the change for whatever reason by clicking (Reject) button. He is then prompted for Reject Reason and entering his/her credentials to commit the rejection - and the record acquires [Cancelled]. All fields remain locked / greyed-out. Etc, etc. The Reviewer person has to belong to the Reviewer Group - and only a person in that group will have the buttons (Reviewed) or(Reject) available to them for actioning from [In Review] workflow status. The Assigned / CR creator cannot have access to such command buttons - aka Role Segregation. The same applies to Approver user. If the user attempts to transition CR to [Closed] terminal state while there are pending tasks, the Validation Rule windows prompts the user to first all the Tasks before closing the CR. Certain fields can be set to be greyed-out at certain Workflow status - for example, if the CR status is in [Implementation], no changes should be made in the Description and other fields as it may obscure what triggered the change in the first place. Can this Workflow functionality be achieved in SmartSuite?

Would like some overwrite warning/conformation when you change the field status to a lower level of the development process. The warning box should allow a custom message reminding of consequences of changing status to lower level.) The field status is a powerful field, it just seems too easy for a marginally informed person haphazardly changing it.

Often times the status of an item is based on other date fields or certain fields being filled in. Allowing for clients to turn their status fields into a formula based on certain criteria would be awesome.

It would be great if the progress field were linked to a status field and updated automatically as the status changes. Currently, the only way to do this is through automation.

Id like to have a color picker option to fully customize colors for statuses /options etc.

Please add another Button/Icon on the Status field to directly change to Next Status. Similar with X (clear) and v (for drop-down to choose). This would save time and increasing the efficiency without need to open each record each time.

It's too large. I do not need to see the status AND the Field name for status. All in all, there is too much real estate taken up by this layout. I like having the choices in Card and Kanban views, but they can get large quickly. Field Names add to the bulk in a big way and are often redundant.