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Notes
Hello! I would like to completely disengage from onenote into smartsheet however, smartsheet doesnt have a note taking sheet option. Can we look into adding this? Thank you, Stephanie Mendoza - IRMI
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Automation Generate more than one pdf to one row
We have implemented Dynamic View for leadership who do not have a license and are not going to learn Smartsheet except to see and work within the Dynamic View. Was successful in mapping one pdf to a new added row but need to add two. Right now our sheet Admin has to manually attach the other pdf to the row so leadership…
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Automated workflow for scheduled custom messages
Hi SS team, I'd like to be able to send reminder emails for zoom events via smartsheet. My contacts sign up via a Smartsheet form, then their email is added to the SS, and I am able to send a custom message to the contacts, but I'd like to be able to schedule a reminder email 1 hour before the zoom meeting. Either SS can…
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Smartsheet Connector: Form should present values derived from Jira
If there is a field in Jira called "Fix Version," with allowed values including 1, 2 and 3, then it would be great to read those values into our Smartsheet Form via the Connector and present a dropdown list to the form submitter. This list of pre-populated, acceptable values would allow them to choose a Fix Version that's…
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Salesforce Opportunity automatically populates an intake form within Smartsheet
It would be helpful for our team if when an Opportunity is created in Salesforce if that would automatically generate a completed intake form within Smartsheet.
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Approval Requests - edit and delete like Update Requests
The Approval Request feature (Approval Requests | Smartsheet Learning Center) is lacking some of the functionality of the Update Request feature (Update Requests | Smartsheet Learning Center). I want to edit or delete an Approval Request that is pending on the row, the same way I can edit or delete a pending Update…
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Reminders Reading Pane
Ability to view a reminder without opening edit first. Something similar to MS Outlooks reading pane.
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Clone (duplicate) a Smartsheet Calendar
Situation: I have created a Calendar in the calendar app that I like. I would like to clone it and tweak the configuration to fit another purpose. Problem: There's no way to clone, duplicate, or 'save as new' a calendar. It means, if I want to have another calendar based on my first, I have to generate it from scratch.…
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Global Workflows / Single Interface for same workflow on multiple projects
We have created a simple workflow that informs us on Assignemtn changes via E-Mail. Due to the fact that workflows sit inside a sheet, we now have to update every workflow in every sheet when there is a change needed to the flow. This is already super tedious with 25 projects and growing. Tbh, it should be a no-brainer…
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Implementing action between existing workflow in automation without deleting existing flow
I would like to have possibility to add any action in existing flow in automation without deleting the whole action below.
