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Approval Notifications or Simplification for multiple workflows
Currently, if you have an approval workflow that has Mutiple workflows, it will send notifications for each of the workflows. To prevent this, you have to add another condition prior to the notification. Basically, the first condition is not relevant once it gets past the approval notification. I would like the first…
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Implementing SmartSheet Projects into Resource Management for Generating Analytics Reports
Issue: I am manually inserting projects from Smartsheet (Gantt View ) into Resource Management Worklist to generate full analytic reports. I have been manually inserting each phases, team member names, and work items. This is extremely time consuming giving all the projects being tracked on Smartsheet. Resolution:…
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Word Download from Document Builder
Hello Smartsheet Team, A suggestion for functionality to external users of SS! In the Document Builder, 'Generate Documents' process, it would be helpful to allow for downloads other than the pdf out, such as MS Word docx. Providing my team with the ability to download a document, after it has been set up with fillable…
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Embed form in an automated email
I would like to be able to embed a form in an automated email that is sent out to people once a week, so that I can request status reports. I would like to use this, instead of an update request, so that I can have a historical record of previous status and comments. Embedding the form will improve the user experience,…
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Allow "Move Row" or "Copy Row" to run on a time basis versus only "when triggered" for automation.
Recently ran into a hiccup where a "Move Row" action did not fully complete when an automation was triggered again and resulted in rows stuck unable to move to another sheet. I reached out to support and was advised to update the timing of the workflow to a time basis to prevent the issue from reoccurring. I tried to…
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Change the source sheet on Data Mesh
I've just started with Data Mesh and my only problem is not being able to change the source sheet. There is often new informational sheets I need to update and instead of having to make a new Data Mesh and delete the old one, it would be nice to be able to change the source sheet to reflex our changes. Thanks
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Filtering option to include Reminders
Ability to filter by set reminders similar to how you can filter by attachments and comments.
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Test User Permissions
Hello, I am a system admin and would love a way to log in as one of the licensed users on my plan to be able to check their permissions and see what they see, in order to better instruct them and help them navigate Smartsheet.
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Form fields to include Comments
It would be really great if, in the manage forms section, form builders are able to insert a comments field that would populate as a comment on the row once the form is submitted. I have searched many product ideas and did not see this, but I did find older conversations in the community stating that it would be desirable.…
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Resize Gantt Columns
I would like the ability to change the gantt column widths - sometimes the size of the day, week, month, quarter is too long/short for what I am trying to display. A selection of column width would allow for better reporting of said waterfall.
