Best Of

Re: Row automation - add to top of sheet

Top of the sheet would be preferred rather than bottom of the sheet. The option to select bottom or top would be good as well but in a dream world, it could transfer under the corresponding parent if the column identified it.

Alane

8 ·

Enterprise Plans - Active Directory Integration for Contact Columns

I would like the ability to have the option to add all Smartsheet users in the same plan as dropdown options in a contact column.

For enterprise plans using AD, this would create an active staff dropdown column. This would solve many issues and workarounds for HR, IT, and PM functions.

Lindsay AR

10 ·

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

This continues to be an issue when trying to share PDF reports with our clients. When the grouping is lost on the PDF export, the report flattens out and provides no value to the client like it does online.

What is the anticipated time frame for this issue to be resolved? It looks like the last response from SS was in 2022.

Thank you for your help in resolving this!

plagambina

6 ·

Changes to asset Admin permissions and new Plan Asset Admin role, now generally available!

Update on 03/25/2024: Phase 1 of the asset ownership changes is now available for all customers.

Hi Community,

Currently, core Smartsheet assets (such as sheets, reports, forms, and dashboards) are owned by individuals in a plan. However, the current ownership model can create friction when key stakeholders or asset owners leave the plan or organization. In order to combat this, we are making some changes to improve the experience of SysAdmins and end users by moving the ownership of assets from the individual to the plan level.

We will be launching these changes in multiple phases. In the first phase, we will upgrade the permissions of Admins on a core Smartsheet asset to that of an Owner and introduce a new Plan Asset Admin role.

The release will contain the changes we originally listed:

Introduction of the new Plan Asset Admin role
Enabling Admins on an asset to have the same permissions as Owner (rename/delete)
Updating the Access Request notification flow to
Send access request to owner and admin(s)
If owner is deactivated and no admins exist, send to Plan Asset Admin
If no Plan Asset Admin is assigned, send to SysAdmin

If you have admins in a workspace or on an asset, they will get the access requests notification. This is to ensure the requests are going to people who are managing the asset and the requests aren’t bottlenecked on an individual person. It helps solve the issue when the owner is no longer at the company or on vacation and the access requests are not fulfilled.

If you have current Admins who should not be approving access, we recommend lowering their access level to be Editors. We are also looking at introducing a new permission on assets between Editor and Admin that may help in the future. This was hinted at in the following blog that also talks about some of the new features that are also coming.

Future phases will involve the deprecation of the “Owner” permission on core Smartsheet assets, sometime in 2024. More details will be provided in the coming months.

These changes will impact all users in all plan types in the Commercial US and EU instances of Smartsheet.

Learn more about these changes.

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 weekly email with news of what's released every Tuesday.

Cheers,

Lekshmi Unnithan

The Smartsheet Product Team

Lekshmi Unnithan

9 ·

Re: Activity Log should reflect all changes made to a sheet (in detail) including Workflows

It would also be good know when the recipient has responded to an Update Request notification, not just received it. And even continue an Automation workflow when this happens.

Adrian Mandile CHESS

6 ·

Re: January Question of the Month 💭 Join the conversation and receive a badge

Lets see for 2024 the goal I have given myself would be to set up a Smartsheet support team within my company. We have over 90,000 employees around the world and started using Smartsheet in July of 2022 but the push to use Smartsheet has only just begun.

Ken Armstrong

8 ·

Form fields to include Comments

It would be really great if, in the manage forms section, form builders are able to insert a comments field that would populate as a comment on the row once the form is submitted.

I have searched many product ideas and did not see this, but I did find older conversations in the community stating that it would be desirable.

We have tried to move away from including "Notes" type columns within sheets so that notes and comments are all located in the comments with user and date stamps. This also makes viewing several lines on a report cleaner, and for those that want more detail, the comments can be reviewed.

We want to apply this same logic when collecting requests on a form. Most of the data regarding the request can easily be confined to a single text line, except for any additional comments. Adding these to a comments column means in the report, you either have a super wide column to be able to read more of this text, or you have several lines of wrapped text, expanding the height of the row for only one field.

Manually moving the comments from a column to the row conversation once the form submission populates on the sheet is inefficient.

Comments can be added to an update request, but it is not possible to send an update request for a form submission that has not yet been made.

Amy G

61 ·

Re: Update Request using a Form

I agree! Having the ability to customize the forms in an update request is critical from our user experience. Our column headers are fine for general awareness the helper text has more context so people can review and respond correctly. Even having the ability where the help text is included in the update request workflow automation would get us closer to what we need.