Hi, I have a unified to do list with different projects. i have different views for different projects on their respective pages. When I add an item to the todo list from a project page, I’d like to populate some columns automatically with different values depending on the view in which i add the row.
I found this suggestion to use a button: Default value different per view?
Which works fine (although I personally dont’ like using that interface for data entry and much prefer the table interface but that’s just me), but I feel like this is a fairly common use case and it would be great if this feature came out of the box!
Ideally what i’d like is to just configure this in the view configuration rather than have to add a custom button to every page.
New rows in a view, will take the values from filters that have been applied to that view.
While testing this, I found out that I the system will evaluate the formula in the “New entry” option of your column definition. I have not noticed this before, and this is something really interesting to explore.
I.o.w, you can have one “trigger” column, and then you can use that entry in as many other columns you want to determine the values to populate in new rows.
There are SO many hidden gems in this tool, it is amazing…
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Did you ever find a solution for this? Or did you end up using a button?
Have you tried my suggestion above? So the problem has been solved.
I did not, I will look into it soon. For now I’m using the following:
If you group the rows in your new view and don’t hide the groups (unfortunate but necessary), then when you type in the new groups the rows will inherit the group names.
In my case, my the far left groups is Project and the table is filtered to just the project for the page. My next set of groups are the Phases, and then the tasks fall within the Phase groups. I can add and move Phases and add Tasks and the automatically inherit the project and Phase the are added to (which is always the project for the page).
I then added a New Task button to the bottom that I can use that automatically populates the project, but allows for more granular entry of the rest of the task’s information.
Hopefully this helps in case anyone was looking for another approach.
