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Increment Conditions date(s) along with Trigger date
The trigger date increments weekly. The conditions date should also. I enter notes daily throughout the week. The following Monday I want the previous weeks notes sent to X to review the previous week.
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Linkage Between Form and Report
Hello, I posted this last week in the community forum and was advised that this is currently not a feature: I am trying to create a function within a form that allows the form user to view prior Notes for repeat customers easily. Currently: All customers have a "Note" entered as part of their form. I have added a checkbox…
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Add Google Doc merge to automatic document generation
It would be very helpful for our work if we could create a mapping to a Google Doc merge template, instead of a fillable PDF format, for the document generation workflow. Most of our forms are done using Smartsheet Forms, so fillable PDFs are not necessary, but we do create quite a lot of documents using the Smartsheet…
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Auto adjust Report Widget height
Currently, if the report widget height is set to display 20 rows without scrolling then when the report has only 10 rows the dashboard displays blank space for remainder of 10 rows. The white space in the dashboard, in this scenario, is often complained by our users. It will be great if Smartsheet can auto adjust the…
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Summarize, group, and filter options in-line for report widgets
Summarize, group, and filter should be widget options in-line on reports so users can change the view of the report dynamically on the dashboard. The creator of the dashboard should have these options when the report widget is created.
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Widgets need option to be locked on the grid in edit mode
Widgets need option to be locked on the grid in edit mode. That way when new widgets are created and moving around it doesn’t rearrange your layout unintentionally.
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Work apps needs sub menus/headers on the side bar
In the work apps, it would be helpful to have headers for the side bar. That way as smartsheet items are viewable for different roles, you can organize them by category. This also makes the hierarchy on the role easier to navigate and organize for the owner/creator and users can visually find what they need to navigate to…
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"Recents" Feature added to the 'Link from Cell in Other Sheet.." GUI
Hi SS Team, When Linking from Cell in Other Sheet ...it would be really helpful to have the option to click a "Recents" icon to show a list of recent SS items. This can be very helpful to reduce time spent having to manually key in the item name into the search bar for each instance.
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New filter criteria/option
Hi It would be extremely beneficial to have a filter criteria to say Is in the Last Month or last week Is in the Next Month or last week At present, when you use in the last 31 days or last 7 days, depending on what date of the month you are in it shows different dates. If you could say last month or week it would stay to…
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Hyperlink Templates
We have the ability to hyperlink smartsheets within other smartsheets. It would help to be able to hyperlink templates within other smartsheets.