Card View - Card Layout

Grapes0531

We use smartsheet as a CRM/Project management.  Each Row is a new project we are quoting.  In the rows we have over 25 different columns.  The way we usually view and enter data in them is in card view.  The problem is I would like to change the layout when viewing in card view, not just the order they are in, but actually arranging them.  I think this would make it much easier to enter data in.  For example when you make the window wider, each field just gets wider with it.  This is not necessary because some of the info entered is very short, a few characters.  I would like to put make the form very custom, where it would have different sections or some entry areas side by side, etc, I guess have it feel more like a form. 

Any idea if we are able to do this?  

Andrée Starå

Hi,

How would you like it to look? Do you have any examples?

Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Grapes0531

I really dont have an exact idea, but for us it is kinda of a pain to have to scroll up and down to fill in data on our card views.  I have attached some examples here to give you an idea.  Just a little more flow to it, if that makes sense

Andrée Starå

Ok.

You'd' have to use at a third-party service or the Smartsheet API to get something similar to what you want.

Also, Please submit an Enhancement Request when you have a moment.

 

Grapes0531

Thanks for your response Andree, do you know of any third party services that offer this?

And with the API, that would require coding, correct?  A skill I unfortunately do not have.

 

Thanks!

Andrée Starå

Happy to help!

There are a few different electronic form integrations. Is it mainly for when you add new records? Can you describe your process in more detail, and I'd be able to give a better recommendation?

Yes, the API would require coding.