Hidden Fields in Card View

Allison_S
Allison_S
edited 12/09/19 inSmartsheet Basics

Is there a way to HIDE fields in the card view, just like you can hide columns in a grid view? I have fields hidden in my grid, but when I go into a card view and click into the card ALL the fields are visible. I have set the 9 visible fields when you are looking at the card, but when I click into the card to make edits all fields are visible again. Any ideas or advice?

Answers

  • 我不相信有一个特性来隐藏他们ce you have clicked into the card.

    Sorry

    米克

  • we use a lot of formulas in grid view to do some automation and update certain cells. We also use card view to facilitate team meetings. During the team meetings, if we need to update a card, we can see all the formulas (hidden fields from grid view).

    This creates a lot of confusion with the meeting facilitators who don't often know what these fields are or how to use them. We would love the ability to hide fields in card view!

  • I too am in a similar situation. I have a series of fields in my SmartSheet that do things like trigger conditional formatting, or indicate data input by a form. In card view this all shows up even though I hide it in Grid view. What's worse is even if I lock the columns they still can be edited in card view.

  • Ross Novotny
    Ross Novotny ✭✭✭✭✭

    This would be extremely helpful. I know this thread is a few years old, but I don't believe there is a solution to this. When creating complex sheets, you really need to be able to hide certain fields within card view.

  • We could also really use this.


    One possible way to handle this - let you link the card to a form in a sheet? Then we could customize the look of the card as we saw fit.

  • sas-ss
    sas-ss ✭✭✭
    edited 03/22/21

    +100

    In my most-used template I have 14 hidden columns that are all used for various formula and formatting purposes. It's a huge issue to have them all show in the cards' edit fields.

    I've submitted the idea of customizing cards + providing the option to 'display hidden columns in card view' as a product enhancement; pleasedo the sameif you'd like this functionality!

    (That wording seemed less convoluted than "Hide hidden columns in card view", although this seems more accurate given the current state of all fields always visible.)

  • I also want this

  • I also need this. Is there an official location to request features? I am surprised this isn't already built into Smartsheet. Card view is one of their selling points, but the inability to hide fields in card view is a serious flaw in my opinion.

  • I'm having the same issue. It is very confusing for team members to see these columns that contain formulas in the card view. It would be great if we could hide columns in the card view.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Eric Eskam,@sas-ss,@CycleBagEd,@DaveMand@Mary Corvalan.

    I hope you're well and safe!

    Great idea! That would be a great addition to Smartsheet features.

    Please submit an Enhancement Request when you have a moment.

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    了我的帖子(s)帮助或回答你question or solve your problem? Please support the Community bymarking it Insightful/Vote Up 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:[email protected]| P: +46 (0) - 72 - 510 99 35

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

  • I don't believe that enhancement requests ever get actioned. I thought I had found a solution to the complex and convoluted sheet issues I've been experiencing for the past 12 months by using reports. But my team use Card view to enter data, and you can't even have the report fields at the top of the card. This is impossible and I think it's time for me to stop using Smartsheets. I have been an advocate for 2 years, despite constant functionality issues.

  • I was able to hide fields in card view using the "cog" icon on the top right (below the "share" button).

    When you click on the cog, you can change the card view settings and choose the fields that are visible and not visible.

  • Deric
    Deric ✭✭✭✭

    @quan

    You had me excited for a second!

    I think the issue is that when you open the card in edit mode. It is often desirable to limit the amount of information that can be seen - it may already be an option with Dynamic View, but I don't have access to that add on.

    With that being said, there are some work arounds to achieve the same thing.

    @LydiaBR

    Did you figure out how to make this work?

  • @LydiaBR

    I know this is so so late, but I was wondering if you inevitably switched to another platform or found a way to make it work? I am running into the same issue.

If you are an Admin, I believe you can do this via the APIs.<\/p>

First, do a list of all of the groups, find the groups and their IDs, and then create a request to add your user to the respective group.<\/p>

Ryan<\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":442,"urlcode":"groups-and-group-management","name":"Groups and Group Management"},{"tagID":549,"urlcode":"account-and-user-management","name":"Account and User Management"}]},{"discussionID":110515,"type":"question","name":"How do I add text to a formula","excerpt":"My current formula below works, and returns the value, 25%. But I want to add specific text to the value returned. So it should read, 25% - Milestone 1, or Milestone 1 - 25% =INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) Thanks.","snippet":"My current formula below works, and returns the value, 25%. But I want to add specific text to the value returned. So it should read, 25% - Milestone 1, or Milestone 1 - 25%…","categoryID":321,"dateInserted":"2023-09-20T16:52:32+00:00","dateUpdated":null,"dateLastComment":"2023-09-20T17:33:32+00:00","insertUserID":159073,"insertUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-23T18:47:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":159073,"lastUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-23T18:47:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":45,"score":null,"hot":3390461164,"url":"https:\/\/community.smartsheet.com\/discussion\/110515\/how-do-i-add-text-to-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110515\/how-do-i-add-text-to-a-formula","format":"Rich","tagIDs":[219,254],"lastPost":{"discussionID":110515,"commentID":396248,"name":"Re: How do I add text to a formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/396248#Comment_396248","dateInserted":"2023-09-20T17:33:32+00:00","insertUserID":159073,"insertUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-23T18:47:39+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":"2023-09-20T17:32:18+00:00","dateAnswered":"2023-09-20T17:27:12+00:00","acceptedAnswers":[{"commentID":396247,"body":"

Just add the text you want in quotes, than a plus sign, than the formula text.<\/p>

=\"Milestone 1 - \" + INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) <\/p>

Or...<\/p>

=INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) + \" - Milestone 1\"<\/p>

You can see an explanation of a similar use case in this video https:\/\/youtu.be\/g9eap8EjFTI?t=272<\/a><\/p>

Dan Palenchar | <\/strong>School of Sheets Solutions Consulting<\/a> (Smartsheet Aligned Gold Partner)<\/p>

Smartsheet Consulting Inquiries: schoolofsheets.com\/workwithus<\/a><\/p>

Smartsheet Tutorial Videos: schoolofsheets.com\/youtube<\/a><\/p>

\n
\n \n \"Email<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":219,"urlcode":"sheets","name":"Sheets"},{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":110500,"type":"question","name":"Several Columns Have the Same Name","excerpt":"I have several workspaces that people use to make different sheets. The problem is that whenever I try to make a report for someone and I'm sorting out which columns to include, there are several columns with the same name. For instance, if the column name was 'Contacts', there are four columns named 'Contacts' which each…","snippet":"I have several workspaces that people use to make different sheets. The problem is that whenever I try to make a report for someone and I'm sorting out which columns to include,…","categoryID":321,"dateInserted":"2023-09-20T13:47:58+00:00","dateUpdated":null,"dateLastComment":"2023-09-20T15:34:19+00:00","insertUserID":166963,"insertUser":{"userID":166963,"name":"happinessisland","title":"Administrative Assistant","url":"https:\/\/community.smartsheet.com\/profile\/happinessisland","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-21T17:58:27+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"updateUserID":null,"lastUserID":166963,"lastUser":{"userID":166963,"name":"happinessisland","title":"Administrative Assistant","url":"https:\/\/community.smartsheet.com\/profile\/happinessisland","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-21T17:58:27+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":34,"score":null,"hot":3390442937,"url":"https:\/\/community.smartsheet.com\/discussion\/110500\/several-columns-have-the-same-name","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110500\/several-columns-have-the-same-name","format":"Rich","tagIDs":[527],"lastPost":{"discussionID":110500,"commentID":396207,"name":"Re: Several Columns Have the Same Name","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/396207#Comment_396207","dateInserted":"2023-09-20T15:34:19+00:00","insertUserID":166963,"insertUser":{"userID":166963,"name":"happinessisland","title":"Administrative Assistant","url":"https:\/\/community.smartsheet.com\/profile\/happinessisland","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-21T17:58:27+00:00","banned":0,"punished":0,"private":true,"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":"2023-09-20T15:33:59+00:00","dateAnswered":"2023-09-20T14:26:37+00:00","acceptedAnswers":[{"commentID":396182,"body":"

Hello @happinessisland<\/a>,<\/p>

What is likely happening here is that the columns from the various sheets are different column types. For example, one sheet might have the Contacts column as a Contact List, another might have it as a Dropdown List, and yet another might have it as Text. Each column type will show up separately on a report. If you want the data to combine into a single report column, they should all be the same Column Type.<\/p>

I would suggest changing them all to the same type and then educating people using those sheets on the preferred way to use Contacts columns in your process.<\/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":527,"urlcode":"columns","name":"columns"}]}],"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":5099,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Smartsheet Basics