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Slate.org Integration
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Salesforce Connector - Provide Detailed Changes Before Saving Workflow
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…
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Adding Headers & Footers
We should have a flexible option of brining in Headers and Footers while exporting data from Grid/Table to Microsoft Excel or PDF
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Customize the one click down for Card View or Gantt View in Reports
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…
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Embed logo into a form
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?
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Create groups of widgets on dashboards
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…
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Resource Management Views Linkable
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.
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Automations Between Sheets Without Formulas
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…
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Allow Missing Attachment to be a trigger or condition for Automations
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…
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Time & Fee Categories for Managed Resources
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…
