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Restore Workload View Access for Licensed Users After Enabling Resource Management
Request: Allow Smartsheet licensed users to retain basic workload view access after RM is enabled - without requiring an RM license. Restoring access improves user experience and avoids additional costs for previously available features. It also encourages wider adoption of RM. Our customer submitted the Support Case…
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How saved filters work
I'm requesting that the parameters of a saved filter not be updated when I use that saved filter, add some more filters to dive into the data more, update some data fields, then click save. Intuitively to me that "save" should have just stored the data updates and shouldn't have updated the parameters of the saved filter.…
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Copying Workflows between Sheets
In my operational work I use Sheets as Action Trackers for all the countries we are implementing my project. When I was tracking about 5 countries I got the idea to create workflow that if any task is assigned to me the line is automatically copied to another sheet that is actually my Kanban Board so in one place I can see…
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Auto Set Baseline
Provide method to automatically set baselines for projects that don't have a baseline. This would be an admin task to be able to see projects without baselines in a group/list and then create the baselines in bulk rather that opening each project to set a baseline.
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Workflow: both Copy and LINK specific columns from one sheet to another
Add the ability to specify the columns to copy and link from one sheet to another in the Copy Row automation.
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Personal Automation Templates
Having to create complex automation from scratch in multiple sheets is very time-consuming and leaves significant room for error. Having a "create a template" option that can be used over and over again would be incredibly helpful. Logged in user defaults can be used for who is to be notified in the template; however,…
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Pause Workflow until Update / Approval Request is completed
It would be extremely helpful if during a workflow, when you have an Update / Approval Request, you had the option to have the workflow not go to the next step until either request was completed.
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Embedding a Form in an Automation Message
I would love the ability to set-up an automation and embed a smartsheet form in the message. Currently, I can only add a link to the form.
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Edit Default Messages for time-based alerts
Would be great if we could edit the default message that Smartsheet sends for time-based alerts when 6+ rows are triggered. I like that it groups requests into one email, but I want to update what the email message says. The text reads "please update my online sheet" which reads a little funny because we're sending these…
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Add Workspace ID / Name to Sharing Report
The Workspace Sharing reports currently generate with the default names of "Workspace Sharing Permissions" and "Workspace Sheet Access" for every workspace. The reports themselves do not contain the name or ID of the workspace either. As a result, if you generate the report for more than one workspace, you cannot…