Best Of
Re: Workflow automation not following conditions
Hello @Matthew Occena,
Just for testing purposes…can you try the below. Sometimes I do use hidden helper columns to enable Automation or Formulas.
1) Create a "Test Created Date" Date Column that just captures MM/DD/YY from system column "Created Date". Use the formula DATEONLY().
2) Utilize "Test Created Date" in your Automation where "Test Created Date" is not one of "05/07/25" AND "Test Created Date" is not in the next (days) = 35.
External users require System Admin approval to become provisional member
Currently external user can become provisional member based on permission granted by the owner of sheet. This access granting should be controlled by System Admin based on an approval process. Otherwise it'll be very difficult for System Admin to monitor the seatings as well as providing inconvenience to users when needing to downgrade their seats.
Proposed idea:
- Owners can only assign external user as Viewer or Guest.
- System Admin to control if external user can setup as provisional member
Request for Improved Smartsheet Form Embedding Options
Hi Smartsheet Team,
I wanted to reach out with some feedback and a request regarding how Smartsheet forms are embedded on websites. I've been long-time user and fan of Smartsheet since 2008, and the form system has been a big part of how we collect and manage submissions for various clients and internal workflows.
What's changed:
Up until recently, we had been using a server-side method to pull form content directly into our sites. It allowed us to control layout and responsiveness, and provided a smooth, native experience for users on all devices.
After a recent update to the way your forms are rendered, that approach no longer works. We've since had to move to the standard iframe embed method — and unfortunately, that’s introduced some real usability issues we can’t solve from our side.
The issue with iframe embedding:
- The height can’t adapt to the form content. Since the forms live on a different domain, we can’t access the DOM inside the iframe to detect or adjust height. This forces us to guess how tall the form is.
- Conditional fields break layouts. Many of your forms use conditional logic, meaning the form grows as users select options. If the iframe height doesn’t adjust, content gets cut off — and users are stuck scrolling inside the iframe, which is especially rough on mobile.
- Responsiveness is limited. There’s no good way to make the iframe “smart.” We’ve tried everything from viewport-based sizing to step-based height guesses, and nothing provides the clean, scroll-free experience users expect.
What would help:
Other platforms we work with — like Calendly, Typeform, and JotForm — handle this much better. Here are some options they offer:
postMessagesupport: Their forms send the height of the form to the parent window using JavaScript (postMessage). This lets us resize the iframe on the fly.- JavaScript embed scripts: Some provide a small JS file we include on our site that handles embedding, resizing, and mobile behavior — no iframe guessing required.
- Resize events or observer hooks: Others give us access to events that fire when the form size changes, so we can respond accordingly.
Even a simple postMessage implementation from your side (e.g. on form load or when new fields appear) would make a massive difference. Something like this is all that’s needed:
jsCopyEditwindow.parent.postMessage({ height: document.body.scrollHeight }, '*');
Final thoughts:
Smartsheet continues to be a great tool for us — this is just one of those areas where a small change on your side could solve a lot of downstream issues. We know you’re likely balancing a lot of feature requests, but we’d really appreciate if this could be passed along to the product team.
Happy to help test or provide more detail if needed. Thanks again for your time and for all the work that goes into the platform.
Re: NEW! Modern forms submission experience with accessibility enhancements
Updates!
- Dashboard widget: Can you please file a support escalation request.
- Dropdown contacts:
Team is working on a fix asap.FIXED - Side-by-side formatting:
Team is working on a fix asap.FIXED - File uploader email attachment/upload types: Team is working on a fix asap.
- Re-use data: Team is working on a fix.
- Mobile: Can you please file a support escalation request.
- SOTI Browser on our Zebra devices: Can you please file a support escalation request.
- US/UK Date Issues: Can you please file a support escalation request.
I will update here as fixes are rolled out.
Re: Smartsheet no longer allowing DXF or DWG file types to be uploaded as an attachment?
Hi @AndrewH,
Thank you for bringing this to our attention! We've determined that being presented with the “This file format isn’t supported” error when attempting to add an attachment to a form is caused by a bug and our Product team is working on a resolution.
I have confirmed that DWG files are one of the file types that the Support team were already aware of, and I have now asked them to add DXF files to their investigations.
We are not able to provide a time-frame on how long the resolution could take but we are doing our best in order to have this fixed as soon as possible.
Thanks,
Georgie
Georgie
Dynamic View attachment preview
Enable a similar preview as in Smartsheet for viewing file attachments.
outlook add-in file selector
Enable a select all or none button in the Outlook add-in for selection of attachments to be saved to Smartsheet
Re: Adding Column Descriptions to Reports
I'm not sure why this feature even exists if it can't be used on Reports. 99.9% of my users see ONLY various reports — they don't get to see the underlying sheet, so the column descriptions, only available on the underlying sheet, is pretty useless.
Re: Can we show dynamic data (table format) in dashboard?
@Darren Mullen
I want to build a table in a Smartsheet dashboard that changes dynamically based on who is viewing it.
For example:
- If Person Alogs in, the table should show only data for employees reporting to him.
- If Person B logs in, he should see only his team’s data.
- The data and percentages should change based on each manager’s team.
Here’s the table format I want to show in the dashboard:
By Management Level & Manager |
|
|
|
|
|
|---|---|---|---|---|---|
| Non-Manager | Manager | Director | VP | SVP+ |
Category A | xx / xx% | xx / xx% | xx / xx% | xx / xx% | xx / xx% |
Category B | xx / xx% | xx / xx% | xx / xx% | xx / xx% | xx / xx% |
Category C | xx / xx% | xx / xx% | xx / xx% | xx / xx% | xx / xx% |
Category D | xx / xx% | xx / xx% | xx / xx% | xx / xx% | xx / xx% |
TOTAL | xx / 100% | xx / 100% | xx / 100% | xx / 100% | xx / 100% |
This entire table should be visible in the dashboard as a table view, and the content should update dynamically depending on which manager is logged in.
Here’s a sample of my raw data structure:
EMPLOYEE_ID | PREFERRED_NAME | MANAGEMENT_LEVEL_GROUP | MANAGER | PERFORMANCE_CATEGORY |
|---|---|---|---|---|
10001 | Alex | Non-Manager | Person A | Category B |
10002 | Jamie | Manager | Person A | Category C |
10003 | Chris | Director | Person B | Category B |
10004 | Sam | VP | Person B | Category A |
10005 | Taylor | SVP+ | Person A | Category D |
What I need:
- A solution where the dashboard table filters automatically based on who is logged in.
- The category counts and percentages are calculated and displayed.
- The layout stays in table format inside the dashboard.
Re: NEW! Modern forms submission experience with accessibility enhancements
We are no longer able to submit emails (.msg files) as attachments in our Form. Is this a permanent change with these updates? Can .msg files can be added back to the approved formats? We have an intake system where people submit the form with attachments of necessary documentation, many times this includes an email thread for context. Thanks!
