Best Of
Re: Preview all files and attachments: Excel, word, etc
Without the ability to preview files, the workflow for our support team is clunky, inefficient, and more prone to error. As a result, the support team is looking to move to Jira rather than Smartsheet.
Kentbro
Re: AI AGENT/LLM: What did you teach AI to make them effective?
I use Gemini pretty regularly to do a number of things, both personally and professionally. It can be really finicky with complex Smartsheet formulas, but it's better than Smartsheet's internal AI.
I often use it to draft things like LinkedIn posts, letters, etc. I expect that it'll get me 90% of the way there and then I'll have to do some fine-tuning and that's generally the case. However, whenever I do the fine-tuning, I also paste that back in and tell it "This is the final version I'm using. Please learn from this." Doing that has helped it get better and better at understanding how I word things, the tone I use for different types of writing, etc. and that has cut down quite a bit on how much I have to tweak.
One thing about Gemini that's different from ChatGPT is that, from one thread to another, it doesn't keep a universal memory. I therefore have specific threads going for specific use-cases and just continue to come back to them as needed.
Tim Killeen
Allow editing of settings for Jira Connector Workflows
Right now, once you create a Workflow in the Jira Connector, you are not allowed to modify the settings that were initially chosen. You have to create a new workflow and a new grid to feed your report. We should have the ability to change the settings on the workflow, even after it is saved.
LauraN
Restrict Upgrading User Account if Asset Shared with Editor Permission
With the new subscription model, Smartsheet automatically upgrades a user’s access if an asset or sheet is shared with them using Editor permissions. This behavior should be restricted when the Account Admin has already designated the user as a "Viewer" for licensing purposes.
Ishika Towfic
Re: Group Management - Sorting Contact List Alphabetically
Still waiting for better management tools - years and years later.
KarinR
Re: Update Request Customization - descriptions and headers like a Form
Just a +1 for this idea! One of the biggest issues we have with update requests is that we can't enforce any validation on the data people submit. Allowing us to use one of our existing forms, including validation and logic, would greatly improve data quality from update requests (and also improve the user experience for users receiving update requests).
jeremyp
Notification Bell. Automatically remove notices that have been read from view
At the Notification Bell, I know you can remove ALL notifications if you wish, as well as manually Trash individual notices, but can the "read" emails be removed so that the user doesn't need to scroll through them to find the un-read emails? Or maybe an option to manually delete the "read" notices?
Erica L.
Re: View Collections from the Browse Screen
Smartsheet should look in to adding the collections in a workspace to to the Browse screen on desktop. Currently on mobile when you are shared to a collection and no other assets in the workspace you can still see the workspace when you click Browse and open the collection from there. On desktop you have to open an asset in that workspace and open the worskspace panel to see the collections. Adding collections on the browse screen would eliminate the unnecessary step of opening an asset first.
Jonnymckee20
Re: Issue With Smart Sheets Forms Automation, and Data not Being Recorded in the Right Row!
What’s Going On:
Smartsheet forms always add new submissions as new rows at the bottom of the sheet. They do not overwrite or populate existing rows, even if those rows contain matching email addresses or other identifiers. That’s why your responses are appearing one row after your contact list or at the bottom of the sheet—it’s working as designed, but not in the way you expected.
Possible Solutions:
- Use Update Requests Instead of Forms:
- If you want specific people (from your email list) to fill out information in their corresponding rows, consider using Update Requests instead of a form.
- This allows you to send a request tied to a specific row, and when the recipient fills it out, it updates that exact row.
- Automate Row Matching Post-Submission:
- Let the form submissions go to new rows, then use formulas or automation to match the submitted email to your contact list and move or copy the data to the correct row.
- You can use a helper column with a formula like
MATCH([Email]@row, [Contact List]:[Contact List], 0)to find the correct row index.
- Use a Helper Sheet:
- Have the form feed into a separate sheet, and then use cell linking or cross-sheet formulas to pull the data into the correct rows in your main sheet.
- Automation with Conditions:
- If you're using automations to send alerts or reminders, make sure they’re triggered based on the new rows added by the form, not the pre-filled contact list rows.
I hope this points you in the right direction!
David011
Re: Collections vs Work Apps
Hello @RamaniK
I read with interest all the proposed upgrades for Collections.
I'm keen to understand when "Report sharing - Adding a report to a Collection will not require you to share the underlying sheet for the report to populate. You will be able to control the exposure of information only to those who need to see it" will be made available. This functionality will allow us to commence using Collections with our external clients, limiting information to what they need to see rather than an entire Sheet.
Regards,
Richard.
Richard Heath