Best Of

When I go to Print a Report, the print box asks me a few things including if there is a note I want to add to the header of the report.

I have used this feature to add Contact and Address Information to the PDF that is created.

Rather than downloading a "print" of the report and manually emailing them, I would MUCH RATHER be able to tell an automation to print a report, add a note to the header, print it horizontal to fit one page wide and send it to an email address included in the worksheet with the Automation. I don't need to build a report with "fillable PDFs", I have the report already built. I simply need to be able to "Print and Send a PDF" of that report through automations.

At a small company where I only needed to send 5-10 reports per week, printing a report and downloading the resulting PDF and then emailing it was not a huge task. But we are growing and I see the need to send hundreds of reports in the very near future.

The reports already exist. Smartsheet "prints" them as a PDF, why can't I simply "Print" an existing report and email it as a PDF from within an Automation?

It seems this would be an EASY feature to add…

Thanks,

Paul

it would be great if we could set a day and time to either enable or disable a form. We want to cut off form entries as of midnight, and I will have to go in a manually do that.

Resource Management currently has a huge gap due to the 'status' and 'Completion %' not being pulled into the Resource Management 'Schedule' view, which makes it impossible to filter out the completed tasks.

So, if one wants to do the resource planning for only the incomplete tasks, they will have to duplicate their efforts by requiring marking the task as 'done' in Resource Management view, in addition to the already existing status in the sheet.

Please vote and save Resource Management from becoming just an invisible feature!

I would like to propose the idea of a Dropdown list that updates when custom values are added. So when the column field setting "Limit to list values only" is not checked and users can add custom values, the newly added value gets added to the list of dropdown options. This would make it easier for others to select this option, and reduce the likelihood of multiple people typing in similar values, potentially incorrectly, and throwing out the value in reports.

I would love to see a way for us to be able to "Folder-ize" WorkSpaces that have been shared to us by others. To be able to group those WorkSpaces by the department that it belongs with to make it easier to find and to support. Especially for those of us within our District who are the ones responsible for training and supporting our licensed users and their solutions.

When I de-activate/disable a form, I would like to display a custom message. Right now it says, "The form you are attempting to access is no longer active." I would like for it to instead say something like, "The form you are attempting to access is currently under construction - please check back soon! You can contact XXXXX in the meantime if you have questions."

Creating a new form and re-linking isn't feasible in all situations, nor is creating an "under construction" helper column & modifying the form to only display that helper-field.

The dropdown in Dynamic View for multi-select always scrolls back up to the top and does not hold its position. This behavior differs from Forms, where the dropdown functions correctly and allows the user to continue selecting more items at the same position of the last click. Dynamic View dropdown should behave in the same way as Forms dropdown. In the attached video, you will see how the dropddown functions for Forms, while the second part of the video shows Dynamic view and it returning to the home position every time. Very inefficient for users trying to select multiple items.

It would be extremely beneficial to have the ability to manually assign colors to individual projects within the Timeline View. Currently, project colors are automatically determined by the Dashboard Theme, which limits flexibility and makes it challenging to visually differentiate projects in a meaningful way. Allowing users to select custom colors for each project would greatly enhance clarity, organization, and overall usability.

We use SmartSheet Forms to collect survey responses from customers. Our customers have expressed concern that forms that have URLs that do not use our corporate domain name may be Phishing and are reluctant to submit the forms. We would like the ability for the form URL to be smartsheet.companydomain.com instead of app.smartsheet.com. Qualtrics offers a similar feature: https://www.qualtrics.com/support/survey-platform/sp-administration/brand-customization-services/vanity-urls/

Without this feature we're being driven away from using SmartSheets and towards other options.