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Customize Calendar Display Column: select more than just the Primary Column

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RBro79
RBro79 ✭✭✭✭

Restricting the Calendar to only display the Primary column is a problem. We need to be able to configure the Calendar View to show whatever column is needed. This is particularly useful if you are creating multiple calendar reports from one sheet with different titles needed.

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13 votes

Idea Submitted · Last Updated

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  • Amower
    Amower ✭✭
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    I am not aware of any way to pull in multiple columns into calendar view or within the calendar app. I think being able to do so would be beneficial as the only workaround that I have found is to create a report and embed multiple calendar views of the report into a dashboard to see all of the dates needed.

  • Kelly P.
    Kelly P. ✭✭✭✭✭✭
    edited 05/21/24
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    Another workaround would be to use the sheet's primary column to gather and format the text you'd like to see on the calendar. For example, with the formula below in the primary column, I pull the task name (all caps to help it stand out) and several dates (each labeled within the formula).

    =Task@row + " | " + "Submitted Date: " + [Submitted Date]@row + " | " + "Approved Date: " + [Approved Date]@row + " | " + "Phase 1 Due Date: " + [Phase 1 Due Date]@row + " | " + "Phase 2 Due Date: " + [Phase 2 Due Date]@row + " | " + "Phase 3 Due Date: " + [Phase 3 Due Date]@row

    Hope this helps!

  • BecH.
    BecH. ✭✭✭
    edited 05/21/24
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    Researching the archives of Smartsheet Community, this is a very common issue/ask that I was also trying to solve. Kelly P.'s response is the only workaround I know but it's incredibly frustrating and I cannot use it in my circumstance. I have used the new Calendar app but when embedding into a dashboard or page like SharePoint, you have to log into Smartsheet EVERY TIME you visit the page which is not conducive for our busy hospitals. Would love to see the same technology be brought to the calendar view as in the calendar app. I will submit an enhancement request but looks like that's been happening for a while.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @RBro79

    I hope you're well and safe!

    As a workaround, you can combine multiple values in the primary column with a formula.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • RBro79
    RBro79 ✭✭✭✭
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    Hi @Andrée Starå

    Thank you for the suggestion. Unfortunately, this sheet is referenced by multiple other sheets and reports. Changing it around to set up the primary column for the calendar view would not help. It would break several other things.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @RBro79

    Ok. Yes, that wouldn't work.

    Happy to help!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Shooter71
    Shooter71
    edited 05/21/24
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    Can you describe how you are creating multiple calendar views within a single report. It seems like it has the same issue as a Sheet in which you can only have one calendar view at a time so I am interested how you are actually doing this work around.

  • Nina_1305
    Nina_1305
    edited 05/21/24
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    I am sad to see that this request has been raised such a long time ago and still no progress.

    The workarounds are not always applicable, especially when the sheet is connected to several others by workflows.

    Are there any updates? Calendar view could be so helpful if it was possible to choose the displayed column!

  • CarolynD
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    We are working on several projects and would like to see what project is rolling out in our facilities. Unfortunately, the calendar view only allows for the Primary column. If other columns could be included it would help us greatly to know what was being implemented when and where and where we could fit in other rollouts. The only solution I see is to include additional information in the Primary column which we know not everyone is going to enter in the same format request. For example, Project Name - Facility, etc.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 05/21/24
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    Hi,

    I hope you're well and safe!

    I usually add a formula to collect multiple values from other columns in the Primary Column.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my comment help or answer your question? Please support the Community and me by marking it 
    💡 ⬆️ ❤️ or/and as the accepted answer. It will make it easier to find a solution! Thanks!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • CarolynD
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    Hello - I never thought of adding a formula to pull info into the primary column. I'll give it a try as it sounds promising! Thanks for the response.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Excellent!

    Happy to help!

    Remember! Did my comment help or answer your question? Please support the Community and me by marking it 💡 ⬆️ ❤️ or/and as the accepted answer. It will make it easier to find a solution! Thanks!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Jon Barto
    Jon Barto ✭✭✭✭✭
    edited 05/21/24
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    Another example of a great feature like calendar view…. However….

    Many many many enhancement requests about adding additional column data to the view. But ZERO traction from smartsheet. Sometimes I wonder if whoever makes the choices on what to work on for smartsheet has ever used the program or even listens to its users. I have put in multi requests to add this feature over the past 6 years…. I also see there has been so many comments over the past years asking for this feature as well.