Best Of
Resource Management - Date Range end of Contract
The time frame should include a pre-existing option for "through end of project" (specifically for utilization)
Lauren Y
Re: Document Builder Mapping Transfer
@Joe Goetschel Wow, 900 projects, that's a lot! By using the API, you can create a structure where the documents are created in a database and then returned to the specific project, all within Smartsheet API. :)
Guilherme Jaquer
Re: Retain Document Mapping
KempenUSA, I'm in the same boat with not being able to save/re-use the document mapping. My mapping takes over an hour, so I can't even engage with this right now. I keep up-voting the enhancement request!
By the way, you explained your situation so clearly. I could picture every action. I started reading it and then I had to look at the author again to see if it was me! : )
ShaRobinson
Re: Automation emails and text
Hi,
I hope you're well and safe!
This is incorrect. There is no EMAIL function in Smartsheet.
You must check the answers from the AI.
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD
✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer! I appreciate it, thank you! 🙏
Andrée Starå
Workspace Nicknames
The ability to provide nicknames to workspaces and the ability to group workspaces, so it's easily identifiable to you but doesn't change the name for the others (ie: owner). I have so many workspaces share with me and it's hard to remember which is which.
cabeaudoin
Dynamic SmartSheet Dashboards
There is a need for dynamic smartsheet dashboards; the ability to expand/contract sections and slice information by various and multiple fields.
cabeaudoin
Sheet Summary Report & PowerBI
Sheet Summary Report is such a great tool, it allows us to summarize data in a variety of ways without the need for helper rows/columns and allows us to create reports based off of this information. Unfortunately, I need one of those Summary Reports (not a Row Report) to pull into PowerBI and it can't do it, we continue to get an error message. I need to use PowerBI due to the dynamic and slicing capabilities that the SmartSheet dashboards lack.
cabeaudoin
Signature field in Form entry
I am using a sheet with numerous columns to input our extra work then track and price. This has been a huge help and allows minimal form entry information and then use cross sheet formulas to price everything out. Then I create a document off the row to submit as our final pricing. My struggle now is that the clients are wanting to sign them in the field at the time of work instead of after with an approval request or via docusign.
My questions is, can a form entry selection be set as a handwritten entry that can be used as the signature? All of our field entries are done vial Ipads.
Caleb W
Re: How to keep the sort order of grid view in card view
Hi Matt,
I've set up a test sheet with your same organization/columns/data and tested this, and I am now able to replicate the behaviour you're talking about, thank you!
As far as I'm aware, this is expected behaviour. When you manually change where the card is placed in the Card View, this is a different structure to the Grid View of the sheet - changing lanes will change the value of the cell (aka moving it from 12-box to 11-box will update the cell value) but it doesn't shift where the row appears in the sheet.
In the same way, then when you Sort the Rows in the grid, the Card View will remember the location that you drag-and-dropped each card, since it's not associated with the order of the rows but rather the value of the lane.
At this point I would suggest submitting an Enhancement Request to be able to Sort Cards directly from Card View, since this isn't a feature currently available in Smartsheet.
Thanks,
Genevieve
Genevieve P.
Re: What are the advantages of using the Salesforce SaaS platform?
Using a SaaS platform like Salesforce brings numerous advantages beyond just cost savings on infrastructure. Here's a breakdown of the most compelling reasons why organizations choose Salesforce as their SaaS CRM platform:
Advantage | Description |
|---|---|
1. No Infrastructure Required | You don't need to manage servers, storage, or software updates — Salesforce handles everything in the cloud. |
2. Scalability | Whether you have 10 users or 10,000, Salesforce can scale with your business needs without downtime or migration hassles. |
3. Regular Updates & Innovation | Salesforce releases three major updates per year, giving you access to new features without additional cost. |
4. High Availability & Reliability | Salesforce ensures high uptime and business continuity through redundant cloud architecture. |
5. Accessibility from Anywhere | Access your data securely from any device with internet connectivity — ideal for remote and global teams. |
6. Robust Ecosystem (AppExchange) | Thousands of third-party apps and plug-ins are available to extend Salesforce’s capabilities. |
7. Strong Security | Enterprise-grade security including data encryption, identity and access management, and compliance with major standards (GDPR, HIPAA, etc.). |
8. Customization & Automation | Easily tailor the platform with no-code/low-code tools like Flow, Process Builder, and Lightning App Builder. |
9. Integration Capabilities | Seamlessly integrates with ERP, marketing, support, and other enterprise systems via APIs or prebuilt connectors. |
10. Advanced Analytics | With Salesforce Reports, Dashboards, and tools like Einstein Analytics, you gain actionable business insights in real time. |
A global insurance company uses Salesforce SaaS to unify their sales, service, and marketing teams. With automation and centralized data, they improved lead conversion by 30% and reduced service response time by 40%.
Salesforce SaaS not only reduces IT burden but empowers teams with powerful tools to improve customer relationships, decision-making, and agility — all key factors for staying competitive in today’s fast-paced environment.
Naeem Ejaz