-
generate a document and then email that document to a contact
I have a scenario where I generate 4 different documents at the same time using different data in a row depending on the target audience of the document. Ideally a single workflow would generate Document 1 and email it to a contact, generate Document 2 and email it to another contact, generate Document 3 and email it to a…
-
Log-In Dashboard Landing Page
My idea is to create a custom landing page that can take place as a home page on log in. The concept would be to allow the user to log in, see immediate metrics and KPIs that matter to the organization and let the user see how many system tasks they may have throughout the entire portfolio. This would take the place of…
-
Change wording on Sign-In to both Smartsheet and Support Portal
The Login options are currently listed as either: Default/Europe/Australia or Australia/Europe/North America This keeps giving people the wrong idea they need to choose an option based on their geographical location versus the Smartsheet Instance they contracted on. It is very interesting for a Global company to pigeonhole…
-
Regional Format Dates for Forms / Document Builder
Hello, When creating Documents in Smartsheet or capturing data through Forms, Smartsheet currently processes dates in the background in the US in American format. Ideally, once processed, the output is in the regional settings of the Smartsheet instance. Why? Documents generated by "automations" will result in American…
-
Allow Gantt view to use Date columns with Column Formulas for Start/End
I'm kind of flabbergasted that this is not currently possible in a Sheet, and I'm struggling to explain to my users why. It is already possible to populate a Date column with a Column Formula and then convert it to a Cell Formula, and then use that column as the Start/End for Gantt view / Project Settings, so the issue is…
-
Dynamic View: Landscape or portrait scroll bars does not accommodate to large size reports
Scroll bars does not accommodate to large size reports, landscape or portrait bars does not appears until arrive to the end of the columns or rows, other times portrait bars does not allow to visualize bottom options in the details tab.
-
Timeline Widget - Custom Colors
It would be extremely beneficial to have the ability to manually assign colors to individual projects within the Timeline View. Currently, project colors are automatically determined by the Dashboard Theme, which limits flexibility and makes it challenging to visually differentiate projects in a meaningful way. Allowing…
-
Ability to remove "Submit" button on Forms
Having the ability to remove the "Submit" button on Smartsheet Forms would be helpful in cases where users need to go to a form to submit a request, but where we have exceptions to the rule. If they answer "Yes" to a specific question at the top of the form, then we show a dependency child question that says "Please reach…
-
Use AI to create WBS numbering
So much time, effort and $ has no doubt been invested in installing AI into Smartsheet yet the most fundamental issue of WBS numbering still has not been addressed. How about using your own (or someone else's) AI module to generate the process to automatically insert and update the WBS numbering for all Smartsheets? Then…
-
work order billing and Inventory Module intergration
Hi, My name is Jeffrey Beal, and I am the Procurement and Warehouse Manager, overseeing direct reports including transactors, a Procurement Analyst, a Storekeeper, and a warehouse worker. My team and I currently track and manage our purchase requests in Smartsheet, alongside two other different systems, to support our…