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Folders for Filters
Currently, we have a sheet with 16 different shared filters and other users may have more. An option to make folders with pop out lists would make it easier to quickly find relevant filters. Being able to have filters and folders in the primary dropdown would be the best layout I think for this type of menu.
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Ability to Edit Documents in Preview Mode (Sheet Attachments)
Enhancement Request: Please provide the functionality to be able to edit a document (attachment) in preview mode once an attachment icon is clicked. This would greatly enhance the current process in which attachments have to be downloaded, edited, and then re-uploaded as a new version. Updating the document live in…
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Show the task names for the successor column the same way they are displayed for the predecessor.
When you click on a call in the predecessor column, it shows the task numbers and names that are tied to that task. The successor column does not show this, which results in a lot of scrolling to understand the workflow. Please set the successor column up to display the task names the same way the predecessor column is set…
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Include ability to send sheet-level attachment OR link in auto-update requests
Hi, We send out update requests on projects every 2 weeks. As part of this request, I would like to include either an attached template of the PPT we are asking project managers to fill out that includes the health status details of the project OR a link to that document they can download. Would be great if the automations…
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Locked Row - Not affected by sort/filter
Would be really handy if you could have more options when locking a row. I see this having multiple options which i'd like to see Freeze the row - The row is frozen and will move as you scroll up and down your data. Filter Lock - No matter how you set your filter this row will always show - ideal for headers or key data.…
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Secure our backups from public access
Our Smartsheet backups are not appropriately protected. Backups generated from the system are available to download via a link which is openly available to anyone over the internet and there is no requirement to authenticate to download the backup. Effectively, our private and confidential data is being publicly shared…
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Converting Forms to PDF and saving as attachments to Row lines
I posed this question in the community and was advise to suggest it as a product idea. I created a form request and am wondering if the actual form can be saved and attached to Smartsheet row? Is this something Smartsheet might consider being developed? It could be helpful to user to see the initial completed request form…
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Make conditional formatting refresh all source pages for report and dashboard accuracy
Reports and Dashboards do not currently update the colors of conditional formatting. For instance, I have it set to change the color when it's 3 days away. Unless I open the source sheet, the reports in dashboards will not update. Even if I press the refresh button on the report or the dashboard, it doesn't actually…
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Implement 'partial match' search on drop-down lists in Dynamic View so it works in same way as sheet
in a sheet - a drop-down list column with allow multiple values selected offers a 'partial match' text search capability so that typing words in the middle of a text string will result in a shortlist of options being shown. This is excellent. However - the same column when used in Dynamic View only provides an 'exact…
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Sheet Admin changes to Gantt view should be available to all sheet users
As a sheet admin I recently changed the Gantt view to default to current date and updated the default Gantt view headers. However, these changes are not visible to other sheet users. For a project that started in 2019, having the Gantt view default to the project beginning is not useful. This is particularly problematic…
