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What's New in Fieldguide - October 3rd, 2022

Welcome to October and Autumn! Here are the latest product news and updates from Fieldguide as of October 3rd, 2022.

As always, if you have any additional suggestions on improvements or features to add, please email us at [email protected] or contact us via chat!

Also - don't forget to sign up for our Monthly Feature Release Webinar series! The next session is Thursday, October 22nd.


New: Sheet Filters Persist

We have received overwhelming feedback for filters to persist on Sheets when reloading the Sheets page. As a result of the request we have delivered this! Check it out, set a filter, leave the page and return and your filter will remain intact!

Coming Soon: Fieldguide with Office Online

Fieldguide users will soon have Office Online functionality when opening Word, Excel, and PowerPoint documents inside of Fieldguide.

Users will be able to view and edit Word, Excel, and PowerPoint files online within the Fieldguide platform!

Quickly made edits to Word and Excel documents, see who is currently working on the existing documents and work together if need be - all within Fieldguide!

With a robust set of features to rival those of the desktop Office applications, users will be able to quickly collaborate and update documents without having to open the desktop versions of Microsoft's popular Office productivity suite.

Users will still have the option to open these applications in their desktop instances of Microsoft Office if preferred.


Tips: Use Views Naming to Organize Workflow Views

Using Views within Sheets often - but getting overwhelmed by the number of views you've created? Are you looking for a listing of views in a certain order?

Views are organized alphanumerically, so instead of having a haphazard order to your list, simply use any combination of numbers and letters to better organize your views list.

Consider using any combination of letters and numbers before your view name - for instance, renaming "Operating Effectiveness Testing" to "1 - Operating Effectiveness Testing" while renaming other views to better match the order you want the list to be in.


October Feature Release Webinar

Don't forget to sign up for our Monthly Feature Release Webinar series! The next session is Thursday, October 22nd.

We'll be taking a closer look at new and upcoming features, including Office Online, so be sure to stop by!


Coming Soon

  • Predictive Mappings (Fieldguide Pro Tier)

  • Auto-Rename Documents in Engagements

  • Shared Columns

  • Reference Columns

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