My team has two major goals that depend on cross docs:
- Make it so team members of varying Coda skillsets can quickly “tap into” data from our main docs, such as our Library (knowledge base) and spin up their own coda docs and published sites using this data.
- Make it so we can easily share data across all of our main docs (which we call “Hubs”)
We have some major problems in achieving this goal:
- Cross Docs are too burdensome to set up. After bringing in a table:
- Users have to hunt and peck to find all of the dependent look up tables. If we could drag and drop tables from one doc to another and then the platform would ask us “do you also want to sync these relevant tables that are being used as lookups?”
- All look up or select list columns change to text columns and must each be set up again. All column types should be preserved.
- All conditional formatting is lost. Conditional formatting should be preserved.
- Users must manually change the default sync settings for each table from its most restrictive settings - “manual sync”, limited rows, etc. We tend towards having the highest refresh and most open table settings in our docs, and would have the option to default to that.
- Cross Docs are “delicate flowers” too “fragile” for the robust growth we have planned. Changes to the source table like altering the name of a column do not ripple out to the Cross Docs and their formulas. We have a very complex cross doc system with different “owners” so this is very perilous for us and makes having distributed ownership of docs quite difficult. Having “smarter” change management ripple out from the central table would be marvelous.