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Compliance with DocuSign character limits
When using Document builder to generate a DocuSign Smartsheet does not follow the character limits that are set in the DocuSign template. This causing a formatting nightmare for programs where a particular mapped call could be one line of text, or 20 lines of text. The only workaround that I can find is to create helper…
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Multiple selection dropdown formatting in Metric Widget
Hi all! As of now, when using a Metric Widget in a dashboard that pulls from a multi select dropdown field, the values appear like this (see image), a blue-ish/cyan color as a background. It would be great to be able to customize the colors or even better, from a consistency perspective, to have the formatting pulled from…
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Descriptions and Notes in Reports
Was suggested and is a great idea that when creating reports there be the ability to add overall notes/descriptions for color coding or explanation of summaries.
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Resource Manager Analytics Pre-Defined Date Ranges
In RM when creating a report, there are pre-defined ranges such as "this week", "last week", "next 30 days", etc. Why is there no "Next Week" or "Next 2 Weeks" options to allow resource managers to perform short term resource planning?
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Prevent Unintended Changes by Disabling Removal of Logic when renaming dropdown items
I was editing the value fields within the column. One of the dropdown answer choices was “New Request”. I simply just added a new word “New/Continuation Request”. When I added the new word, that’s when I found all of the associated logic removed. I never removed a field so in theory, the associated logic shouldn’t have…
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Dynamic View - Show Totals
We often use Dynamic View for doing project reviews. We use dynamic view versus report because updates are made during the meeting. We would like to be able to show totals. Example: The dynamic view shows a list of cost savings projects. The filter on the review allow you to display one site at a time. That site reviews…
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Scheduled Report - do not send Reports with no content
Hi Many of our solutions involve setting up scheduled reports for users (mainly sending in excel format) and the system works well HOWEVER - we regularly receive feedback to say that users are frustrated when they receive a report that has no data in it - they would rather not receive the report. I am sure other customers…
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Upgrade Smartsheet WDC for Tableau
Tableau has updated their server and desktop and the Smartsheet WDC has been deprecated due to the Smartsheet web data connector being based on an old SDK. I rely on this data connector for many dashboards which are now very out of date and/or blank since I am no longer able to refresh them. Please update your connector so…
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Record of emails sent per smartsheet
We recently used smartsheet automations to send emails to everyone at our firm, and many users said they did not receive the email. It would be great if Smartsheet was able to provide admins a view of the emails that went out to users so we could cross check our automations work properly.
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Automation/Workflow Example/Tests
Although it's typical to need to run a few tests for a workflow or automation, it would be great if we had the option of previewing what the automated emails/notifications/alerts would look like for individual users with different types of permissions. A view "View As" type of feature.