Please provide a list of all the changes that will be made to Smartsheet AND Salesforce BEFORE selecting "Save Workflow". Current "Update Summary" is useless and typically the count is incorrect. This is not enough information, need to see the detailed changes: Update Summary OPPORTUNITY Intake: Up to 843 rows will be…
We should have a flexible option of brining in Headers and Footers while exporting data from Grid/Table to Microsoft Excel or PDF
When you double click into a card/ gantt line, would love the ability to only show a sub selection of whatever columns were picked in the report vs someone having access to all that's available from the original sheet. Currently when we create reports, we love the clean view of only a few data points in a card view or…
Is it possible for a logo to be embedded in a form, so that when the user receives the email, they don't have to "download" the image?
It would be very helpful for us if we could create "groups" of widgets on dashboards, and allow actions to be taken on a group. I'm thinking this would be similar to how grouping works in the microsoft projects. First you select all the widgets you want in the group, then you select an option to group them. Our primary use…
I'd love the view I created in the schedule to be able to share by link. So if I have it filtered down to a specific team that team can open the link from smartsheet and automatically filter down to their team in the schedule view.
I'd love to be able to change cell values in a sheet or copy/move a row of one sheet based on the value in another sheet. You can technically set up a formula to change the cell value using some kind of lookup but I'd like it to be a one time thing and then have the user edit the cell manually after. The example I have is…
Currently, automations can be triggered by an attachment being added or changed, I would like the ability to use a missing attachment as the trigger or condition for an automation. This would allow a form to have attachments as optional while allowing for immediate follow-up. It would also allow for follow-up when update…
Apparently, you cannot apply a category to a task on a Managed Resource. This is because you cannot change their time sheet for them. This is lame because you can actually set their allocation in Smartsheet or RM Schedule to get them an automated time sheet for a project, but you cannot apply a category, even if you have…
Please offer a page break element to split up long forms.
Hi Community, Welcome to the Product Feedback and Ideas space where you can help shape the future of Smartsheet! We really appreciate your feedback and will take all posts into consideration. Our product team will review top ideas and requests monthly and we'll share updates as soon as we get them. Remember: if you have a…
Please add the ability to use the contact in forms the same way you can with a sheet. When you start typing a name on a sheet the person pops up and you can run automation. When doing this on a form it doesn't allow this. Pretty easy fix that I have found multiple requests for this dating back 5 years.
The idea that Dynamic View allows the creation of data views for certain users that only shows them the data we want them to see is fantastic! Unfortunately it's unusable for us… It misses an opportunity to support Project & Portfolio Management (higher level communication)! The ability to better control project data…
It would be great if, when you inactivate a form, there was a way to redirect users who end up on that form to the new form or web page. I have built a highly complex system for my organization, the crux of which is an idea submission form. However, I did not have anywhere near the knowledge of Smartsheet that I do now and…