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Re: From email name for Smartsheet automations: select a generic value versus owner

Hi,

Nothing to be sorry about. I'm disappointed that it's taking so long to make this change.

Considering the abundance of phishing emails,the FROM identity is a security concern and should be resolved by now.

Thanks

William Lupo

5 ·

Re: Working Offline with Smartsheet

This is a huge issue for our organization. We work internationally and often in remote places without reliable internet access, so there are periods each month where management would like to update their progress on the project and cannot do so. It would save us many headaches and prevent duplication of work if we could have offline access!

Dante Huff

6 ·

Share Partial Workspace

When I share an object with another user, I want them to see it organized within its workspace, not under their "Sheets".

If I have Workspace A, which inludes 50 sheets and I only share 1 sheet with User1, I want User1 to see Workspace A with only 1 sheet in it.

The organization of the current configuration is a nightmare for users. They have a bunch of random "back-end" sheets and reports shared to them that I dont really want them to access, but need to share in order to allow them to do the activities I want them to be able to do.

jessica.smith

12 ·

From email name for Smartsheet automations: select a generic value versus owner

There should be an option to set a FROM display name for email from smartsheet automation.

Now, these come from "owner via smartsheet" and are confusing, often unrelated to the purpose, not relevant to the form intake workflow, and are a security concern.

When can this be addressed?

thanks

William Lupo

208 ·

Descriptions for Reports

I would love an area where I can outline specific information, filter details, or specific usage instructions within a report when sharing with my team. Especially those that are mainly collaborators and don't spend as much time in Smartsheet.

S.Karkhoff

52 ·

Re: Adding Images in Form Body and Descriptions

I agree embedding images in forms is extremely important to properly provide instructions to users. Often adding a description only goes so far but a picture of something that supports the description ensures proper data entry from the users and can also be used on the field to show what something should look like. I hope Smartsheet has this on their roadmap. 👍️

Manuel Lemus

12 ·

Flexible Date Formatting

I have discovered 27 distinct methods for formatting dates, not including variations in separators. Unfortunately, Smartsheet only offers 10 date format choices. In the IT field, aligning data with its intended use is crucial, and proper date formatting plays a significant role in multi-factor authentication. If a user requires the MM/DD/YYYY format, but Smartsheet displays the year as two digits, it will create problems.

I have a scenario where we test new software with a group of over 500 testers. To access their assigned testing persona and credentials, testers refer to their name on Smartsheet. For some users, the DOB is used as part of the Multi-Factor Authentication, similar to a healthcare patient accessing their medical records through a portal. However, if the testers only see the last two digits of the year (YY) instead of the full year (YYYY), authentication will fail.

Having all the possible date formats and separators in the drop-down list would be fantastic.

Sbott

16 ·

Auto-Create Child Rows WITHOUT Bridge or API

This initial solution is based on form submissions being made and each form submission triggering the creation of a set of "template" child rows per submission WITHOUT the need for a 3rd party app, the premium add-on Bridge, or the API.

So if your form submissions look like this:

Your working sheet could look like this:

There are a number of modifications that can be made such as the number of children, the number of levels, column data in the child rows, etc.. The below is just the basics to help everyone get started.

So here we go...

On the sheet where your form submissions will be made, you will need two sets of columns. One set that has the data to be pushed over, and another set that collects the data from the form submissions. You can leverage custom field titles in the form so that the form looks decent but the sheet stays easier to organize/manage. You are also going to need an auto-number column.

At the top of the form sheet and utilizing the primary column, you will put in your parent/child "template" set.

There are a number of formulas that can pull in the most recent form entry into that parent row, but for the sake of this example I have used

=INDEX([Form Field A]:[Form Field A], MATCH(MAX([Auto-Number]:[Auto-Number]), [Auto-Number]:[Auto-Number], 0))

Of course that same formula is tweaked and used in the B and C columns pulling from the corresponding Form Field columns.

The final step is creating a Copy Row automation. Set it to trigger whenever the A column changes (or a different column or combination of columns used in the top row of the template to accommodate your needs). The action would be to Copy Row to your Working Sheet.

Additional screenshots are below. This is just the base idea and can be expanded on in a number of ways, but accommodating every single possibility just isn't feasible in a single post.

Paul Newcome

17 ·

Add & Edit Sheet Columns within Data Shuttle

Hi Community,

We’re excited to announce improvements to the mapping step in Data Shuttle! Now when creating an Upload Workflow, you will have the ability to create and rename sheet columns from within the Data Shuttle workflow builder.

Previously, if your target sheet was not set up correctly before starting the mapping process, you would need to navigate back to the sheet, make any necessary adjustments, and then restart the mapping process within Data Shuttle. Now you will be able to make these adjustments during the workflow building process, for a more streamlined experience.

Any columns added to the sheet during this mapping step can also be removed during the mapping process. These mapping changes will apply to both Data Shuttle workflows during their creation and also when editing workflows. You can learn more about how to build Data Shuttle upload workflows here.

Data Shuttle is available for licensed users on the Business plan, Enterprise plan, and/or Advance Silver/Gold/Platinum users. Learn more about Data Shuttle here.

You can also stay informed by subscribing to receive product release updates for curated news of recently released product capabilities and enhancements for the platform of your choosing, delivered to your inbox. As new releases occur, you will receive a daily email with news of what's released. (Emails will only send daily, Monday-Friday, as new releases are available).

Best,

Danielle Wilson

Product Marketing Manager

Danielle Wilson

5 ·

Re: Provide users with the ability to Print a Grouped Report

Happy Birthday to this Enhancement Request! No one showed up to the party. All we wanted this year is an update. :-(

XR_Tech404

9 ·