Organizing Attachments in a Sheet
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
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
Comments
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This is very nessesary
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A "drag and drop" option to order attachments would be very helpful for my team!
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I love the idea of drag and drop. I think organizing attachments would help make things easier to review.
