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Sheet Summary Grouping
Allow for grouping content within Sheet Summary window that can expand and collapse.
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AI (Generate Formulas) History
Allow AI to show history of what was asked and the results for future reference.
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Automatically Sync Reports When a Source Sheet is Renamed
Feature Request: Automatically Sync Reports When a Source Sheet is Renamed in Smartsheet When a report is grouped or sorted byย Sheet Name, renaming a source sheet doesn't immediately update the report. The new name only appearsย afterย a change is made and saved in the sheet. Until then, the report continues to displayโฆ
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Add attachments to PDF from Document Generator
We have operations teams performing tasks where they also take pictures via the mobile app. Our sheet then automatically creates a PDF to share with the client. However, we have to download the pictures separately and attach them. This slows up the process significantly. Either be able to attach the pictures directly orโฆ
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Schedule a Form to Send
It would be nice to set a form to send on a schedule at the form level instead of an automation on a sheet- then we could trigger the form to resend if it wasn't submitted within a certain time frame (say 3 days).
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Bolding Text in Automation
I would love to be able to create bolded text in automated messages. Currently there doesn't seem to be the ability to do so.
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Organizing Attachments in a Sheet
I was searching for a way to better organize attachments, but could not find a solution. At present I can only sort by name or date and the result is a very flat structure. There appears to be no easy way of grouping documents like a set of folders (document groups) or where I can group documents together in a preferredโฆ
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Bulk Backup and Export Enhancement for Smartsheet Workspaces
Feature Enhancement Request: Bulk Backup and Export for Smartsheet Workspaces I would like to propose a feature enhancement for Smartsheet's backup and export functionality. Currently, administrators must manually back up and export each workspace separately, which is extremely time-intensive, especially for organizationsโฆ
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Provide a way to limit access to trials and evaluations to administrators only
Allowing any random employee to initiate a trial or evaluation of a product is really dumb, and there's no way to prevent it. This is both a policy violation and a liability for the company. Please fix this huge limitation, even though it will interfere with the upselling gravy train. Things like this are among the reasonsโฆ
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When a person leaves transfer all their stuff to the owner of the workspace
When a person leaves their Smartsheet documents that live in a workspace should automatically transfer to the owner of the workspace where the sheet lives. Instead of transferring it all to one designated person upon request. It would make more sense to transfer to the owner of the workspace if their docs are in one.โฆ