Best Of
Cascading Forms Dropdowns
Cascading Form data sets is one of Smartsheet's missing capabilities that I believe would be a game-changer for many alternative providers. Cascading forms are a very effective technique that can be used to compress form data and limit down options in order to narrow a workflow or collect more accurate data.
Recent usage of a Cascading Form is likely. For instance, after selecting your Country, a list of States is displayed. This demonstrates the effectiveness of Cascading Forms.
For Example, if I have a dropdown titled Animal Type with the following options:
- Water
- Land
- Flying
I would like to be able to include conditional alternatives. If my response is "Water," I would like to be able to load in the following dropdown a series of the following options for a field titled Animal Species:
- Whale
- Dolphin
- Fish
But, if I choose Land
- Dog
- Cat
- Mouse
Etc. So, when the form is finally submitted, Animal Species is Dolphin for example. Doing this with the current method is very messy, and it is very difficult to manage a cascading data set correctly.
Many alternative services such as DocuSign, ProntoForms, Office 365 Excel Forms, AirTable, etc allow you to point to 1 sheet (CSV, Excel Sheet, or an online spreadsheet) in order to create a cascading table automatically form form data fields that are mapped.
This can accomplish two highly requested features:
- Allow dropdown values to be mapped to another sheet's column in order to allow dynamic updates. (This is what ddupdate does, and there are well over 500 posts in this forum alone about it).
- Allow advanced cascade features to allow Smartsheet (and hopefully offline forms) to compete in the field.
We've had to turn away lucrative oil companies, etc from Smartsheet, simply because Cascading data on large amounts of forms was difficult to effectively manage.
Provide users with the ability to Print a Grouped Report
Per the 1.5 years of queries being made, I believe there is suitable interest from the Community that Smartsheet provides the basic functionality of being able to print a Grouped Report. The system currently reverts the Report to a basic Sheet when Print is selected. This is not suitable or acceptable.
We've stopped developing our Smartsheet documents due to this restriction and now sit in a holding pattern waiting for an update. - See Printing Grouped Reports - Page 3 — Smartsheet Community.
Richard Heath
Dashboard Gantt Chart - Visualizing Variances
Hi !
My Dashboards are meant to visualize high level information on my portfolio of projects. One key is visualizing the project duration on a Gantt Chart from Inception to Completion (Project Start to Project Finish Date), which shows as a single bar connecting the two dates. However, the Gantt Chart in the dashboard is not sophisticated enough to show a "bar" that compares " Project Inception Date", to "Target Completion Date" AND "Actual Completion Date". Making it difficult for me to visualize how many days each project is missing (or beating) the schedule. This becomes critical for a list of 20+ projects with their respective project start-to-finish timelines.
Does this resonate with anyone?
Thanks
Abe
Hyperlink for mailto: in Reports, Dashboards and Grids
I've seen this topic come up a few times now, but couldn't find an enhancement request submitted. It would be nice to have the ability to link email addresses in Reports, Dashboards and Grids. The dynamic contacts in Smartsheet is a nice feature turning email addresses to a standard First/Last Name, but could we add the mailto: link when those dynamic contacts are created or even have the ability to create those hyperlinks with a formula?
Trang Nguyen
Separate Text/Number Column Type
As the owner of a data sheet, my data cleansing would be significantly reduced if the column property could be set as a text only or a number only. When I have a column in which I would like a number to be added, some people put "TBD" which messes up my connected dashboarding calculations. Can we please have the option to separate these column types?
Allow assigning users to groups during account creation
It would be nice to be able to add a user to a group when creating their account. In the current set up it is two step process so many users end up not getting assigned to groups. If this was coupled it would make the user and group management more effective.
Re: New streamlined creation experience
Hi all - echoing what others have stated. Really struggling with the inability to move "sheets" to old folders. I have over 200 sheets that are in the main directory that I cannot move. I have sheets that are tied to other sheets in an existing folder that I can't add in. We really need the functionality to create folders (outside of workspaces) and to be able to move sheets freely.
Re: New streamlined creation experience
I am very curious as to what the response from Smartsheet is regarding these comments.
Re: New streamlined creation experience
What an utterly garbage "update". Every comment above me has expressed my anger at this wholly unnecessary (and unannounced) change. This broke our entire organizational system. How do you train people to use SmartSheet and Resource Management when your entire training and experience is based around something that no longer exists?
This needs to be rectified ASAP.
Re: New streamlined creation experience
This is an absolutely terrible amendment. It does not seem customer focused at all. It creates a new Tab for Workspaces and when I go back to Browse and sheets, I can no longer see the workspace I just created. I can't see any guidance of how to manage the migration. The whole point of Smart sheet for our business is as a collaboration tool. (Not as a one drive when you want lots of segmentented data). There is now less verisiblity on how to collaborate. Not Happy Jan.