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Third option for Approval Workflows
I was wondering if there was any progress made toward enabling more than just two approval options? I would also like to include "Approve, Reject, Modify". And while the update requests work, I feel like these workarounds are unnecessary and tedious. If we could at least require certain fields be required to be answered inβ¦
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Edit Start, End, or Duration from Report
I'd like to be able to edit the Start Date, End Date, or Duration of a task from my report. At present I can only edit Start and Duration from a report because End is treated like a formula. This is problematic when I need to adjust both dates because it forces me or another user to do math (accounting for non-workingβ¦
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Form "Created By" Email used to look up system "Contact List" user
The use case I have is: I am using a form to collect information, that I then will use to drive an approval workflow. A) when a user enters a form "Created By" is a system field that displays as Email address even if you require login for security B) workflows require Contact List User Account's to drive approvals. So, Iβ¦
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Change Cell Value workflow: Include symbols
Use case: When a new project is created, we want the initial project health to be a green symbol. The Change Cell Value workflow does not include Symbol type columns, only text/number, single select drop downs, and checkbox columns. Can we include Symbol columns in this workflow as an enhancement?
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Saving Folders as Templates
I think you should be able to save a folder or workspace as a template. Have the whole thing linked within itself so that automations don't have to be updated when you create the new space, they already point to the new sheets within that template folder. My projects use a large set of sheets and the folder structure isβ¦
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Allow embedding or linking to workload schedule in core SS
First, I'm loving the new workload schedule in core Smartsheet! We do not own Resource Management (and it's not on the roadmap to own) and have been managing multiple sheets (one for projects, one for assignments) to track workload. While there is still a way to go, it's a good start (I do still miss the old core resourceβ¦
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Scenario planning for Resource Capacity Management
Currently it is very difficult to do resource capacity planning for different scenarios across a project portfolio. The People view does not recalculate the resource allocation percentage when filtering projects so. you cannot see the difference when excluding a project. You also cannot try out different scenarios whereβ¦
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User Merge feature for System Admins
We require users to access Smartsheet via Single Sign On and experience many domain changes due to rebranding, which often results in multiple Smartsheet accounts being created. Because we don't have a centralized instance of Smartsheet, we had a workaround to merge user accounts. It involved using the alternate emailβ¦
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Add Salesforce Connector OR logic
Please add OR logic so that multiple values may be selected form source table. Or perhaps this could be achieved by creating a selection "In List" and allow us a list of values that would validate the selection logic. In our case we would like to select multiple values for "Salesforce β Leads Table β RecordType: Name:"β¦
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EXTRACT function: select data between defined tags
Create an EXTRACT function to extract data between defined beginning and end tags. =EXTRACT(start string, end string, target cell/range) USE CASE While there are many use cases for this function, I see it as a way to facilitate βlightweightβ cross-sheet referencing. This function would allow you to package data from oneβ¦
