Hey, you just took a ton of time to respond to my posts, thatās valiant, appreciated! I will try to respond to some of your other points soon, but in response to this:
What I mean is you can have values on those various fields in the Type pre-filled with one of the variables - assignee, status, etc. etc. and some Rich Text values if need be. It is just much more intuitive in a range of other apps such as Wrike, Clickup, Hive which we are talking about elsewhere, Notion, etc. etc.
Here is a great example of one of the more basic ways this is done via Asana:
It is just easier for the ārank and fileā user of Fibery that I intend to have in my team when it expands, vs. trying to do it with actions and other more technical ways. It is just very easy to fill in an Entity the way you want, hit a button of ācreate template,ā then have it ready in a menu to create with a ā+ā when you need it.
Hope that answers your questions! I hope to see this one day in Fibery, although I realize it might not be a priority now. But most all other work management tools have this in the way Iām describing, so would expect it at some pointā¦
You could have a checkbox field that indicates that an entity is a template, and use a view filtered to show only template entities.
You can then use the Duplicate option for any of these templates, and have an automation rule that clears the checkbox when an entity is created.
Fantastic, thank you! Sorry I dropped the ball on experimenting with it further myself, but Iām glad you decided to take it up yourself and itās much appreciated.
This resonates with me. I remember when I first used Fibery how I was trying to replicate databases. Today I screenshot workflow stages and field from a database in one space to create a similar database; but it is a painful workaround
If you wanted to replicate a database, what you could do is to share a space as a template, rename that space, and then import the shared template. This will get you a clone of the space (which you can name to whatever you like, allowing you to revert the name of the original).
Obviously, this would replicate all databases in that space, which might be more than you need, but you can delete those you donāt.
And any databases (inlcuding the newly-created ones) can always be moved between spaces if need be.
No guarantees, but Iām currently working on a template to plan budgets and track income/expenses.
It wonāt be a fully-featured accounting system, but could be useful for startups looking to estimate how much investment they need or how much runway they have.
Keep your eyes peeled
Are there any plans to allow templates to be saved for things like Views?
I spend at least an hour a day (not exaggerating) recreating views from one place to another place because either someone else in the company changed the view and forgot to duplicate it first or I want a new view that is similar to another view only but with one more or one less level/layer/row, but doing that wipes out all the formatting to visible fields, field ordering, colours, filters, etc.
I end up taking screenshots when they look good so I can at least have something to reference when they inevitably get broken or I need to remake them at some point.
ClickUp does these really well (along with the ability to lock views, have private/personal views, etc)
Maybe someday we will have an admin-accessible History option in Views, like we have āentity Historyā?
To more easily roll back/undo in such casesā¦
Itās also quite cumbersome to replicate the same filters between boards. For example, for project management, I need to add filters to hide the old tasks in Done or Discarded, or the board gets unusable after some time.
I need to add the two filters manually in each board and every time I create a new view for another project or team.
And yes, I know and use smart folders, but itās not the solution to everything.
I love Smart Folders, and itās the solution for some use cases, but it would be great to have filter templates that you can apply to any view like you do in Jira or Clickup. An alternative would be what Airtable does; you have the option to copy filters from another view.