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Automation: Ability to add a condition to workflow branching off from an unmet condition
Today in automation workflows you can only and conditions to flows that pass previous conditions. It would be helpful to be able to add conditions to the flows that stem from failing previous conditions. Scenario: I want automation to change the status of a task based on it's Target (completion) Date and it's Actual…
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Add same file to multiple rows at the same time
I have a list of 131 employees and as the Training Lead, I have to add proof of training to each employee for each training in their separate reports. Currently, I have to do this one-by-one, which obviously takes up a lot of time, especially when I have 30 trainings to do (30x131=3,930 times). It would be very helpful if…
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Schedule Data Shuttle for a Specific Day of the Month
Unless I am missing something, it appears that you are unable to schedule data shuttle on a specific day of the month. I have a monthly report that comes on the 10th that needs to import into Smartsheet. It appears the only way I can make sure data shuttle catches this is to run it every single day forever. There is a lot…
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Report that looks like a Form
I would love to see a report that looks like the form that was built.
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Cell-level Comments
Cell-level comments would be a huge time saver (similar to Excel) and in the Comments feature bar there could be a tab at the top that reads "Cell" next to the "Row," "Sheet," and "All" tabs. Currently, I'm spending a lot of time describing columns and going back and forth on communication to confirm columns and which…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Confirm deletions and make undelete possible for Cards
The Delete card option is right next to the Open item details option. If I click Delete card accidentally, it deletes immediately without confirmation, and there is no easy to way to get it back—there is no trashcan/recycle bin. All I can do is hope I remember the name of the card I just accidentally deleted and request my…
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Allow 'Change Value' in Automations to add a functioning formula
Currently Change Value converts any formula added to text. Remove the " ' " to allow functioning formula to be automatically added
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Auto-Revoke/Cancel Update Request
I have an [Assigned to] contacts column with multiple contacts per cell allowed. Based on certain criteria I have a workflow setup to send an "Update Request" to all of the contacts in [Assigned to]. However, I only require 1 (one) of the contacts to provide the requested update (as they chose based on their availability).…
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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…