Organizing Attachments in a Sheet

Chris Simmonds

I was searching for a way to better organize attachments, but could not find a solution.

At present I can only sort by name or date and the result is a very flat structure.

There appears to be no easy way of grouping documents like a set of folders (document groups) or where I can group documents together in a preferred order, with some delineation between them. I would like to order documents in a sequence, not necessarily by just by date or by document name, but by (for instance) a checklist item order.

Also I note that even after using the current sort options, when I return to the sheet, order goes back to a default order e.g. “by Date” as the default ordering of attachments.

Belo is an example of the ordering or grouping according to a "Gate" review sequence. This is on a row-by-row basis, as each row represents a product development which is being assessed at various times (or Gates)

E.G.

Attachments for Row 1

GATE 1 DOCS

G1 PDF – Customer Request

G1 XLS - Specification

G1 DOC – Development Plan

======

GATE 2 DOCS

G2 XLS – Risk Register

G2 PDF – Sign-off

G2 DOC -

======

DATASHEET

DS1

======

OTHER DOCS

PDF

Etc.

 

So the requirements are:

• Attachments can be ordered by preference, not just date, size or alphabetically
• There is a delineator between document groups i.e. a folder, or a heading / separator
• The order of attachments can be changed (drag and drop?) as preferred
• The order of attachments remains the same after save / refresh – does not reset to a default order
• The order of attachments in a Smartsheet
• 1. can be applied across all attachments in a Smartsheet if desired
• 2. can be made different on each row, not all the same e.g. we might order row 1 by date, but row 2 by the “preferred” order, if desired