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Ability to add non-profile data into a "Data-Type" Column with Find/Replace Global Update
Possible new Global Update type needed in order to add the text "Multi-Contact" under "Data-Type" Columns.
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Bundle together rows under 7 and use placeholders in workflow automation update request
We have a scenario where Sponsors are asked to provide short updates on all of the projects, they have responsibility for. The notification they receive includes placeholders to show the project name. The feedback on this is that they would like to receive one email showing all the projects they are responsible for and the…
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Add search function to fields in Resource Management record fields.
Some of the fields in the RM can contain a very long list of values, e.g. Client field in Project record. Rather than having to scroll down, it would be very beneficial if there was a search function on that field to help navigate to the relevant value.
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Inclusion of options missing in the Move/Copy workflows
Hi When we select a sheet row and move/copy it to another one, we're presented with the "Include Attachments" and "Include Comments" options. On the other hand, moving/copying rows through automation workflows does not provide these options; and this is what I'd request Smartsheet team to include in the workflows as well!…
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Confirm When User Attempts to Leave or Close Form Without Submitting
It's great that forms notify the user when they attempt to submit and haven't filled in all required fields. Unfortunately, I've found some distracted users are still not realizing their data hasn't been submitted and are browsing away or closing the form. I've seen some sites ask for confirmation when browsing away or…
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Automation/Workflow Example/Tests
Although it's typical to need to run a few tests for a workflow or automation, it would be great if we had the option of previewing what the automated emails/notifications/alerts would look like for individual users with different types of permissions. A view "View As" type of feature.
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Dashboard Design Templates
I'd like the ability to create a dashboard template w/ generic information & settings so that when I make a new one from a template, I'm able to replace rich text without losing formatting. Currently, I "save as new" from an existing dashboard and update the rich text (typically having to reformat it) & then delete…
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Embedding Dynamic View in Third-Party Sites
Currently we are unable to embed Dynamic View in 3rd party sites such as Google Sites. For instance, if a Smartsheet Dashboard is embedded in a 3rd party site, and the dashboard includes a Dynamic View using a Web Content widget, the Dynamic View will be blocked from displaying in the 3rd party site. This completely blocks…
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Lock / Unlock Rows Through Global Update
I have a locked row on a sheet within a blueprint in Control Center. I need to have it unlocked. More than 100 sheets are impacted. Was hoping to do this through Global Update but not finding a clear path to do it. Can this be considered for Global Update improvements?
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Tabbing through "pages" in form
When having clients/customers/employees fill out a form, it would be helpful to break the form down into "pages". This would allow the breakout of specific data sets from other information being collected.
