Moving Sheet Summary Fields

Paul Newcome
Paul Newcome ✭✭✭✭✭✭
edited 01/09/20 inSmartsheet Basics

Currently to rearrange the fields in the sheet summary you have to open the field properties and then move it up or down one at a time.


If you have a good handful of fields and then realize that the three or four at the bottom should actually be at the top... That gets to be rather tedious.


Would would be great is if we could click and drag the fields to rearrange them similar to rearranging the fields when creating a form.


Grabbing multiple fields and moving them using the click/drag method would be even better! (same goes for on forms).


I have already submitted a Product Enhancement Request for being able to click/drag a single field, but I think I may alsoSubmit a Product Enhancement Requestor two for being able to click drag multiple fields instead of my original click/drag a single field, and for doing the same (multiple fields at the same time) when building a form.


Just figured I would put it out there to see what other people think about it (link provided if anyone else wants to submit and enhancement request).

Answers

  • Gordon
    Gordon ✭✭✭✭✭

    Agreed 100%. I added some new sheet summary fields after the initial layout and my OCD is driving me crazy not having it in a proper, logical order.

  • Another option would be allow us to assign a number/letter (weight) to where the summary field appears and allow us to sort A-Z or Z-A but agree click and drag is best. Preferably - multiple at the same time but I would welcome any improvements

  • Todd M Keller
    Todd M Keller ✭✭✭✭

    Is there an estimated completion date?

  • A Rose
    A Rose ✭✭✭
    edited 06/07/22

    YES!

    Even a sort by option would also help, like sort by date created or by name, or by date entered.

  • Jumping in here to add to the request as well. This would be an amazing feature to add! Drag and drop, sort, something outside of moving one at a time.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Gordon@Kristine@Todd M Keller@A Rose@RobertBuckley

    I hope you're well and safe!

    To add your vote.Please submit this as a Product Feedback or Idea(If it hasn't been added already)when you have a moment.

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking 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!

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  • Just seeing this thread after spending 2 hours reordering my summary fields as we continue to make improvements. This would be a great feature to add and I'll go vote for it. For now, I think I can train my 3-year-old to do this for me as needed (yes, that is a bit of snark)

  • I can't believe this hasn't been addressed yet. I've got probably 2 dozen summary fields I need to rearrange and it is way more painful than it needs to be. Is there a link where we can upvote this or just create a new enhancement request?

  • Another vote for this to happen please - and my thoughts to those that have been dealing with it for years...

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Here's a link to the Idea in the new format.


    Currently to rearrange the fields in the sheet summary you have to open the field properties and then move it up or down one at a time.<\/p>

    If you have a good handful of fields and then realize that the three or four at the bottom should actually be at the top... That gets to be rather tedious.<\/p>

    What would be great is if we could click and drag the fields to rearrange them similar to rearranging the fields when creating a form.<\/p>

    Grabbing multiple fields and moving them using the click\/drag method would be even better! (same goes for on forms).<\/p>","bodyRaw":"[{\"insert\":\"Currently to rearrange the fields in the sheet summary you have to open the field properties and then move it up or down one at a time.\\n\\nIf you have a good handful of fields and then realize that the three or four at the bottom should actually be at the top... That gets to be rather tedious.\\n\\nWhat would be great is if we could click and drag the fields to rearrange them similar to rearranging the fields when creating a form.\\n\\nGrabbing multiple fields and moving them using the click\\\/drag method would be even better! (same goes for on forms).\\n\"}]","format":"rich","dateInserted":"2023-07-20T13:20:24+00:00","insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-11T20:31:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/107854\/click-drag-to-rearrange-sheet-summary-fields","embedType":"quote","name":"Click & Drag To Rearrange Sheet Summary Fields"}"> https://community.smartsheet.com/discussion/107854/click-drag-to-rearrange-sheet-summary-fields


\n \n https:\/\/community.smartsheet.com\/discussion\/108880\/recover-a-row-that-was-accidentally-moved-then-deleted\n <\/a>\n<\/div>\n

Hey @GlennJo<\/a>,<\/p>

the sheet should be available in the owner of the sheet, deleted files. If it is specifically a row of data that was deleted, you can try checking the activity log to see if it shows the removed data there.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108822,"type":"question","name":"Activity Log | Rows Deleted Filter","excerpt":"I've got a conundrum on my hands where a record has gone missing. In the Activity Log, I'm able to find the record of when it was created. However, there is nothing I'm seeing indicating that it was deleted (even though the Activity Log doesn't have a specific filter for this, I traced through the log for the past 11 days…","snippet":"I've got a conundrum on my hands where a record has gone missing. In the Activity Log, I'm able to find the record of when it was created. However, there is nothing I'm seeing…","categoryID":321,"dateInserted":"2023-08-10T21:46:08+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T22:01:16+00:00","insertUserID":121055,"insertUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2023-08-11T20:29:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":121055,"lastUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2023-08-11T20:29:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":37,"score":null,"hot":3383410044,"url":"https:\/\/community.smartsheet.com\/discussion\/108822\/activity-log-rows-deleted-filter","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108822\/activity-log-rows-deleted-filter","format":"Rich","tagIDs":[447],"lastPost":{"discussionID":108822,"commentID":390131,"name":"Re: Activity Log | Rows Deleted Filter","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390131#Comment_390131","dateInserted":"2023-08-10T22:01:16+00:00","insertUserID":121055,"insertUser":{"userID":121055,"name":"Jake Gustafson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jake%20Gustafson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-lnW91tuGTw!bO9UmyNQSXQ!WUYBUm0HF6t","dateLastActive":"2023-08-11T20:29:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/SIFFD1TSN3Q6\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T22:01:20+00:00","dateAnswered":"2023-08-10T22:01:16+00:00","acceptedAnswers":[{"commentID":390131,"body":"

Ok, I found it. Classic case of submit something for help, then find the answer. I think what may have happened previously, is that I turned on all the filters, but since there isn't one for a Deleted Row, maybe the Deleted Row was hidden. When I came back, I didn't click anything on the filters for the Activity Log and when scrolling through looking for the 'magic' delete word, I found the record I was looking for.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":447,"urlcode":"activity-log","name":"Activity Log"}]},{"discussionID":108801,"type":"question","name":"Adding users to our account if they are already licensed on another account","excerpt":"Hiya, Couldn't find an answer to my exact question, so hoping someone can help. I am working with an external client to my company, and need to add them to our account on paid licenses. 1) Can I add them to our account if they have a different email address to our company? 2) If they already have an existing licensed…","snippet":"Hiya, Couldn't find an answer to my exact question, so hoping someone can help. I am working with an external client to my company, and need to add them to our account on paid…","categoryID":321,"dateInserted":"2023-08-10T16:26:57+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T17:22:07+00:00","insertUserID":128877,"insertUser":{"userID":128877,"name":"Holly Benjamin","url":"https:\/\/community.smartsheet.com\/profile\/Holly%20Benjamin","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-10T17:23:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-11T20:31:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":29,"score":null,"hot":3383373544,"url":"https:\/\/community.smartsheet.com\/discussion\/108801\/adding-users-to-our-account-if-they-are-already-licensed-on-another-account","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108801\/adding-users-to-our-account-if-they-are-already-licensed-on-another-account","format":"Rich","tagIDs":[543],"lastPost":{"discussionID":108801,"commentID":390085,"name":"Re: Adding users to our account if they are already licensed on another account","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390085#Comment_390085","dateInserted":"2023-08-10T17:22:07+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-11T20:31:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T17:23:30+00:00","dateAnswered":"2023-08-10T17:22:07+00:00","acceptedAnswers":[{"commentID":390085,"body":"

They can be added if they use a different domain.<\/p>


<\/p>

If they are licensed on another account, they would need to either be first removed from that account (can cause some logistical headaches) or added as an unlicensed user on your account.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":543,"urlcode":"licensed-users","name":"licensed users"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4940,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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