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Document Builder: Mapping images that are saved in a cell
It would be helpful to be able to map/embed a photo into a mapped document. For instance if I have certified technicians with a "stamped" signature block (showing their credentials), it would be helpful to be able to map the applicable pic to a signature block on the generated document. At the present time we have to…
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E-Signature integration BOX
We currently use Docusign as the document builders/generated but NEED to move to E-signature with BOX due to security. Are there any integrations that will do the same thing with BOX so that when you fill out a form - it generates an e-signature connection/workflow? https://www.box.com/esignature
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Have a group become the owner of a workspace or sheet
ISSUE 1- System currently only allows a single account as the owner of any item in Smartsheet. 2- This prevents a team, multiple users to have visibility of anything in a shared workspace (i.e. Sales, Logistics, Ops, IT, HR, etc.) needed for general collaboration. Private workspace can be owned by a single individual.…
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Autosave enhancement
Modify Autosave to include saving the Conversation area.
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Enable click through from a pie chart division into relevant report
I want to be able to create a pie chart widget on my dashboard to show all projects in red, green, and yellow. I then want to be able to click on the red portion of the pie chart for it to take me to a sheet/report that shows only the projects that are red. same for green and yellow status projects. Today, i am not able to…
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Workflow to cancel an Update Request
Problem: I have a workflow that sends out an update request to the assigned individual for a task when that task moves into a "late" status. The goal is to get that person to go into the project plan and adjust the end date and or the status of the item. Many people make this change by editing the smartsheet directly…
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Export column descriptions
It should be made possible to download the column descriptions when exporting a Smartsheet to Excel.
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Dashboard open ALL Metrics in New Tab
Need the option to open all metrics (sheets, reports, etc) into a new tab when clicked on from the dashboard. Setting up URLs for each metric is PAINFUL to set up vs Smartsheet pages directly when using control center for blueprint building out projects.
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Maintain Triggers When Moving Bridge Workflow to a New Workspace
I learned the hard way today that moving a Bridge workflow to a new workspace removes the trigger. This is a big design flaw. Minimum request: Provide a warning to users when they attempt to move workflows to a new workspace, so they can decide whether it's worth it to set up all of those triggers again. Best option:…
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Trigger a workflow based on Sheet Summary Change (Bridge & Sheet Automations)
It would be nice if we were natively able to trigger an automation based on a change in sheet summary. I would like to be able to set this trigger up in Bridge, along with the ability to do this in regular sheet automations as well.