# Add Documents and Views to Root of Smart Folder

**URL:** https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579
**Category:** Misc
**Created:** [April 24, 2021, 2:06pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579 "2021-04-24T14:06:25Z")
**Posts on this page:** 13
**Page:** 1

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### Author: ![rothnic](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/rothnic/32/1850_2.png) [@rothnic](https://community.fibery.io/u/rothnic)
#### Post date: [April 24, 2021, 2:06pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/1 "2021-04-24T14:06:25Z")

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I find that smart folders would work great as kind of like a dynamic navigation that doesn’t have to be updated. In notion or coda you can accomplish something similar by creating a page of “Organizations”. On this page you can introduce the organizations with some documentation, then have the organizations listed out using a view of a table.

 ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/7/72162f7144c14629fb4694813dfb259817e38542.jpeg)

In fibery, I can achieve similar functionality with smart folders. However, in this example I cannot place a document at the very top of the smart folder, just above Product in the screenshot below:

![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/7/7c4df218efa7cbe6cb23bf9f9f86e218ab6864c6.png)

To closely associate documentation about Organizations with the smart folder directory, I have to manually create another folder to place the smart folder in, which adds additional hierarchy, which isn’t needed. So, I end up with something like this that becomes awkward to name things.

![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/5/57a4e6441fd2a1e30dd94ee397746f64698e5994.png)

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### Author: ![rothnic](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/rothnic/32/1850_2.png) [@rothnic](https://community.fibery.io/u/rothnic)
#### Post date: [April 24, 2021, 2:10pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/2 "2021-04-24T14:10:54Z")

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I wanted to mention that while I think this ability should exist, one feature that would help mitigate the need is [Embed Custom Views into Entity View (or Rich Text)](https://community.fibery.io/t/embed-custom-views-into-entity-view-or-rich-text/936), if views could be embedded in a document as well as an entity’s rich text. Then, I could create something like the Coda example. Or, if Types themselves could have a rich text area that could embed views into, that would address the need as well:

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### Author: ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)
#### Post date: [April 24, 2021, 8:18pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/3 "2021-04-24T20:18:40Z")

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When we gain the ability to embed views, I fervently hope that Smart Folders can be embedded!

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### Author: ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)
#### Post date: [April 24, 2021, 9:45pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/4 "2021-04-24T21:45:26Z")

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> [@rothnic](#):
>
> Types themselves could have a rich text area

I often find myself wishing for a place where I can explain to users how the Type is intended to be used.  
Are we talking about the same thing?  
Where do you think such an area should live?

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### Author: ![Oshyan](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/oshyan/32/11431_2.png) [@Oshyan](https://community.fibery.io/u/Oshyan)
#### Post date: [April 25, 2021, 5:27pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/5 "2021-04-25T17:27:50Z")

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> [@Matt\_Blais](#):
>
> When we gain the ability to embed views, I fervently hope that Smart Folders can be embedded!

Interesting! What does that look like in your mind? Just whatever appears in the left menu, but embedded in a page? Or more like a hierarchical table? Or something else?

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### Author: ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)
#### Post date: [April 25, 2021, 8:21pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/6 "2021-04-25T20:21:10Z")

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As far as I can see, Smart folders are virtually the same as hierarchical lists, so isn’t embedding the former basically the same as embedding the latter?  
And as far as I know, embedding views (of all types) is planned.

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### Author: ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)
#### Post date: [April 25, 2021, 8:41pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/7 "2021-04-25T20:41:39Z")

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> [@Oshyan](#):
>
> Interesting! What does that look like in your mind?

_Edit: I think I was confusing Hierarchical Lists with Smart Folders_ 🙄  
So I guess what I really want is to be able to embed **Smart Folders** in views. Well, BOTH really, as a Hierarchical List is perfect for displaying Tasks with subtasks.

* * *

I love the power that **Smart Folders** give us to “roll our own” custom ways of organizing/viewing related types.

> [@](#):
>
> For the following examples—
> 
> - _Project_ has many related _Meetings_
> - _Project_ has many related _Tasks_
> - _Meeting_ has many related _Tasks_
> - _Project_ has many related _WebPages_
> - _WebPage_ has many related _Tasks_

* * *

An example for my **_Project_ entity view** – I’d like to have an embedded Smart Folder that shows:

> [@](#):
>
> - _ **Meetings** _ related to _Project_
> 
> - Overdue _ **Tasks** _ related to _Project_
> 
> - _ **WebPages** _ related to _Project_

For most cases I much prefer a single, powerful “do-it-all” view that can be easily tweaked, rather than a separate view for each possibility – too many possibilities!

* * *

Here’s an example for my **_Meeting_ entity view** – let’s say I’m viewing a **_Meeting_ entity** from two weeks ago, and I want the view to include a Smart Folder of all _ **Tasks** _ related to the _ **Meeting** _, organized by:

> [@](#):
>
> - Client’s Open _ **Tasks** _
> - _ **WebPages** _ related to _Task_
> 
> - Client’s Completed _ **Tasks** _
> - _ **WebPages** _ related to _Task_
> 
> - Our Open _ **Tasks** _
> - _ **WebPages** _ related to _Task_
> 
> - Our Completed _ **Tasks** _
> - _ **WebPages** _ related to _Task_
> 
> - All Overdue _ **Tasks** _
> - _ **WebPages** _ related to _Task_
> 
> - All Completed _ **Tasks** _
> - _ **WebPages** _ related to _Task_

Ideally 🙏🏻 we’ll be able to **Name and Save filter configurations** , so they can be instantly recalled (as Notion does, to great effect).

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### Author: ![colman](https://avatars.discourse-cdn.com/v4/letter/c/b9e5f3/32.png) [@colman](https://community.fibery.io/u/colman)
#### Post date: [April 25, 2021, 9:05pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/8 "2021-04-25T21:05:22Z")

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I often wish each folder, smart or otherwise, had an associated doc (and each type too @Chr1sG !) . I feel like that would actually close some of the smoothness gap when just using docs compared to Notion/Slite etc.

To be specific, that would be one canonical doc per folder, always created.

If that was setup nicely, it could also solve part of this problem, although I guess allowing any number of docs would be more general.

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### Author: ![rothnic](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/rothnic/32/1850_2.png) [@rothnic](https://community.fibery.io/u/rothnic)
#### Post date: [April 26, 2021, 1:53pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/9 "2021-04-26T13:53:15Z")

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> [@Chr1sG](#):
>
> Are we talking about the same thing?  
> Where do you think such an area should live?

That is a good question and I think so. I definitely do think that there needs to be a more useful Type page in some way or another, better access to it (e.g., I should be able to click on the Type name on the entity view), and some rich text area about the type.

I think Fibery hasn’t started from the same generic foundation as notion that everything starts from this super basic thing that can optionally have attributes associated. If eventually we have a more powerful rich text field, I could see Types having a view similar to when you expand an entity. That could have a quick button to edit the Type.

I could also see some way to configure default information that shows up for all Types in an app, or globally. For example, an area that shows a short list of Views sorted by most recently accessed, Entities by most recently accessed, etc. You might want to also have some control over doing this for a specific Type. So, the Issue Type might have Entities In Progress sorted by recent activity, and so on. In short, I think there is a pattern that exists in Fibery, but it just needs to be applied consistently to all “things”.

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### Author: ![Oshyan](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/oshyan/32/11431_2.png) [@Oshyan](https://community.fibery.io/u/Oshyan)
#### Post date: [April 26, 2021, 5:55pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/10 "2021-04-26T17:55:29Z")

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It sounds like what you’re describing is very similar to A: [Suggestion for App Dashboard / Hierarchy View from left Menu - #5 by Oshyan](https://community.fibery.io/t/suggestion-for-app-dashboard-hierarchy-view-from-left-menu/817/5) and B: the “dashboard” concept, but filtered to a specific type and its relevant views. In fact there has been a lot of related discussion around this, and I know the team is intending to at least allow some kind of app-level description, but I’m not sure they have made clear whether they intend to extend this to the type-level. Keep in mind that currently Type is not exposed anywhere for non-admin users unless you make a view for it (entities of a type obviously can be, especially with Smart Folders).

Anyway, I like the idea, but just wondering how it fits with all the other ideas and discussion around similar things…

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### Author: ![B\_Sp](https://avatars.discourse-cdn.com/v4/letter/b/e8c25b/32.png) [@B\_Sp](https://community.fibery.io/u/B_Sp)
#### Post date: [June 15, 2021, 2:42am UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/11 "2021-06-15T02:42:39Z")

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Guys (@rothnic too!), just to add some additional related requests:

> [@\[APPROVED\] Add "Description" area to apps created from Scratch](https://community.fibery.io/t/approved-add-description-area-to-apps-created-from-scratch/424):
>
> Hi, When creating an app from Scratch, I’d like to be able to add the third area called “description,” next to “Types” and “Access” that I’m seeing in the pre-loaded apps that are in the App Store. Unless this is something I’m missing, could you add this capability? It would be very useful to have a general overview type area with each app that explains its use to users. Thanks guys!

> [@Ability for admins to make notes when building Apps, or App Activity stream](https://community.fibery.io/t/ability-for-admins-to-make-notes-when-building-apps-or-app-activity-stream/889):
>
> Hey guys, I continue to have a need to be able to track what I’m doing as I work in my Apps as an admin and build them out. What I have to do now is write notes separately elsewhere, as a sort of “changelog” to myself of what I changed, such as: Renamed a Type, and why I did that adjusted relations, what is the reason some notes to users on how to use the App. In theory I can create a Doc that is in the App, but this is a workaround and doesn’t really “sit” at the App-level. I’d love to be…

I think we are all looking for the ability to build out information around both Apps - the reason for their creation, their history, etc. - and Types.

> [@rothnic](#):
>
> (e.g., I should be able to click on the Type name on the entity view)

This is a great point. Often my users want to click the name of an Entity’s Type, say “Ad Partners” (we’re using something similar), and see simply a list of them. This is a very intuitive behavior of apps like Fibery

Right now though, if you want to see a list of ALL Entities in a type, you have to rely on the default creation of a table. And if you move the Type to another app, that table doesn’t follow, so you then lose your “every entity in the Type” default.

And I know this is a huge topic, but just wanted to mention again that Table view is really overdue for some improvements. You guys also talk a lot about Hierarchical View in this thread, and one huge thing I am missing from it is the ability to actually enter data like in a Table. I have found this to be so true @Chr1sG:

> [@Chr1sG](#):
>
> Smart folders are virtually the same as hierarchical lists,

I think we need a lot more functionality around these to get them more useful, such as the way hierarchies work in either Wrike or TargetProcess that I documented here:

> [@Suggestion for App Dashboard / Hierarchy View from left Menu](https://community.fibery.io/t/suggestion-for-app-dashboard-hierarchy-view-from-left-menu/817/1):
>
> What I’m suggesting here is allow one of the areas in the App Home area, perhaps a new one called "App Dashboard, where you could display an existing hierarchy with much more detail from the one we have no in the left menu:
> 
> ![Image 2020-07-04 at 1.50.09 AM.png](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/f/fc9fae2b3e0219ce3e84c687f3a48c28f0427f66.png)
> 
> I think a great implementation would be similar to what we see in Wrike or TargetProcess - which perhaps you actually developed!, haha. For the benefit of the community here’s what they look like:
> 
> **Wrike:**
> 
> ![](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/b/babbb3356693793a53423d483879657789ec60df.png)
> 
> **TargetProcess:**
> 
> ![](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/0/0564bb379095d1634720a65642d2bdc9b6e3e58d.png)
> 
> And again, for the benefit of the community as I don’t need to tell you guys this 🙂, TargetProcess implementation is even more relevant as you get a hierarchy with actual different columns in each level. That is what I’m hoping for here in Fibery because of the Type customization, since the fields won’t be the same as you move down the hierarchy, whereas in Wrike, which is a more limited system where entities of Tasks and Projects are basically the same, the columns filter down the entire hierarchy. Still, the collaspable/expandable view in Wrike is a basic element of a good hierarchy, so wanted to show that one.

Hoping to get some movement on all of this soon, thanks!

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### Author: ![B\_Sp](https://avatars.discourse-cdn.com/v4/letter/b/e8c25b/32.png) [@B\_Sp](https://community.fibery.io/u/B_Sp)
#### Post date: [June 15, 2021, 2:56am UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/12 "2021-06-15T02:56:00Z")

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> [@rothnic](#):
>
> (e.g., I should be able to click on the Type name on the entity view), and some rich text area about the type.

Hey sorry wanted to reference one more mention of this where I showed what I think you are talking about exactly?

> [@Breadcrumb on Entity card to show location in Hierarchy](https://community.fibery.io/t/breadcrumb-on-entity-card-to-show-location-in-hierarchy/897/8):
>
> I continue to have this need working in Fibery - to be able to quickly get to a list of the requisite “Type” of the entity in question. Hate to say it, but this is a stalwart feature of Notion and one I miss. In Notion, when I’m in a Page that’s in a db, I can easily get back to the entire DB and see a list of the Entities in one click. In Fibery, right now, depending on if I’ve clicked around to something that was in a reference or otherwise navigated to it, it can be very time-consuming to …

 ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/6/61af4f9e0aec73f7ab1ba14531291a717be628bf.jpeg)

Hope that’s useful, thanks!

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### Author: ![YvetteLans](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/yvettelans/32/6101_2.png) [@YvetteLans](https://community.fibery.io/u/YvetteLans)
#### Post date: [May 24, 2023, 2:27pm UTC](https://community.fibery.io/t/add-documents-and-views-to-root-of-smart-folder/1579/13 "2023-05-24T14:27:08Z")

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> [@rothnic](#):
>
> In fibery, I can achieve similar functionality with smart folders. However, in this example I cannot place a document at the very top of the smart folder, just above Product in the screenshot below:

Found this old topic. This is exactly what we currently need 😅 Would be great to add a document in the root since we also want to have a read me / Wiki document in a smart folder.
