Best Of
Include Comments Tick Box in Card View Settings
Would it be possible to add a show/hide option for comments in the card view settings?
While I appreciate the customization options for displaying information, having the ability to remove the comment icon would enhance visibility by freeing up valuable space in the lane. This small change would improve the aesthetics and effectiveness of displaying a large project.
Laura Ablasser
AI writing details of a task in another column
Smartsheet is arriving with some delay in the use of AI while Monday.com has had this service for some time. One basic thing is the possibility of AI writing details of a task in another column based on the information contained in the task.
Another thing: Is there any plan for Smartsheet to eliminate this need for us to keep SAVING the spreadsheet after editing it? This delay is a problem because sometimes we lose updates or changes to the rows because we forget to update. Other online applications have already eliminated this a long time ago.
Finally, we need to speed up the process of improving aesthetics and user experience because this is something that has been considered by people who are switching from Smartsheet to other platforms, such as Monday.com itself and others.
My goal here is to collaborate. I would be grateful for any feedback on these suggestions. Thank you.
fvagner
Re: Dynamic View - Conditional Formatting in Blank Cells
This is concerning as we rely on Dynamic Views to build our user interfaces. We recently demo'd a new feature using conditional formatting which was greatly received by our user community, but now, we hit this bug in testing.
Please prioritize this fix.
huntergammon
Re: Dynamic View - Conditional Formatting in Blank Cells
I've experienced the same issue, conditional formatting does not function correctly in dynamic views, but is correct at sheet level and in reports. Please fix this bug.
Julie T
Re: VLOOKUP's don't update in background anymore?!
hi @Jesse G.,
This is now the third post about the index/match or vlookup that stopped working recently despite working for months or years.
Did you contact the support already on that it seemed like smartsheet made some changes in the last week or 2 and all of those stopped working.
kowal
Re: Edit reports on a dashboard
yes, to edit reports on a dashboard would be very helpful…thank you.
Penny_E
protected / limited filter by user
Our company has been using Smartsheet since 2017, and I really appreciate it. However, due to the inability to protect filters (restrict what a user can see on a sheet), we will have to look for another solution this fall. I submitted this suggestion several years ago, but unfortunately, it was not addressed. It's a shame because Smartsheet is very user-friendly and efficient.
Jack_rox
“form response email” would also include the “Headers”
I would like to request that the “form response email” would also include the “Headers” sections as these can contain important information and links. Yielding to when end user completes the form and checks the "send me a copy of my response" option, those answers are sent to their email.
magsean
Re: Has anyone developed an organization-wide solution for Joint Commissions readiness?
Hello @Cathy Salscheider ,
I am happy to carry on to assist you.
Many, many, many years ago I built a full Commission tool from Access (SQL) database and Excel (VBA). This is way before the age of Advanced Tech (e.g., Azure, AWS, JIRA, SNOW) and ICMs (e.g., Callidus, Xactly, Varicent, CaptivateIQ). Since then, I have stood up Xactly, Callidus and Varicent. Best advice is to get comfortable with ICM continuous improvement and resource push/pull.
Below is what I have built in Smartsheet.
1) Annual IC Plan Component Review and Change Requests
2) Annual IC Plan T&Cs Review and Change Requests (e.g., IC, Legal, HR)
3) IC Tool Learning Center for Administrators (can be scaled for End Users)
4) IC Ticketing Tool for Administrators (can be scaled for End Users)
5) IC Tool SPRINT Platform Migration and Continuous Improvement (DevOps SSOT)
The question you have to ask yourself is "Am I ready for an IT or Finance Audit?". Any deviations (High/Medium/Low) will require repair and have a short period to implement that repair. Public Company readiness has extra bells and whistles.
Are you IT Ready?
1) US GDPR Compliance
2) EU GDPR Compliance
3) Non-US and Non-EU Compliance (e.g., LATM, APAC)
4) Local Country or State Work Councils (e.g., France, Germany)
5) Company Data Security and Privacy Standards
6) Environment (e.g., DEV, QA, PROD) Access Audit Logs
Smartsheet Valuable Attributes for Consideration
1) Data Shuttle to consume external data (e.g., HRIS, CRM)
- OneDrive, SharePoint, Box
- PowerAutomate has some viable functionality but is limited
2) DataTable to assign unique RecordIDs for data ingestion and audit trail
- Filter large data sets at ingestion or ad hoc
3) DataTable connection to Smartsheet
- Supplements Activity Log search target restriction of Collaborators only; instead of Field for Field entry combo logic.
4) For Simple graphics, Sheet Summary or Reports to build Dashboard Widgets
5) For Complex graphics, Data Shuttle Offload into PowerBI AND pull in as Dashboard Web Content Widget
6) Forms are great for the below and can automate scalable drop-down options.
- Innovation requests
- Focus Group Testing of innovation
- Ticketing tool
7) Smartsheet Automation is great for Notifications, Proofs, Archiving. You must make sure you track limitations.
- For example, a Smartsheet has a limitation of 500K records. Building an Archive Automation requires monitoring.
1) Gather Requirements
- Administrative costs
2) Assess Requirements vs Smartsheet Functionality
- Prebuild DevOps costs
3) Assess Requirements vs External Functionality to Supplement Smartsheet Pitfalls
- Prebuild DevOps costs
4) Assess Additional tech stack or people costs
- Prebuild DevOps costs
5) Identify Timeline for Build SPRINTS vs Resourcing
- Build DevOps costs
6) SPRINT Reporting
- Administrative costs
7) Focus Group for End User Beta Testing
- Administrative costs
8) Change Management
- Postbuild DevOps costs
- Do not let perfection prevent action. Great is the continuous improvement of basic functionality.
9) Rollout Strategy (e.g., Communications, Change Champions, Adoption Evangelists, Enablement, Hypercare)
- Administrative costs
- You can use the same Focus Group
Re: HELP! Why are access requests going to all sheet Admins?
Found out the hard way about this change. Our exec leaders had been added to a group that has Admin permissions at the workspace level. And guess who received requests from end users about access. Come on SS - be more proactive about gather data from your community before making such impactful changes. please.