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Business Plan features for a single license
I love Smartsheet's features. When I left my corporate job to strike out as a freelancer, using Smartsheet as one of my primary management tools felt like a no-brainer. Unfortunately there are some features I want to use (e.g., grouping on reports and sheet summaries) that are exclusive to the business plan, which has aβ¦
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Attachment at the end of generated documents
For my application, we would need to have the option to add the line's attachments at the end of the generated document. I use Smartsheet for my RFI: I use a form to collect the questions and other data and I then automatically print the answer with the "generate document" tool when the question is answered. It works well,β¦
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Make Hiding & Unhiding columns an Automation function
Perhaps my "search foo" is a bit rusty, but I could not find an existing suggestion for this specific issue, only several tangentially related suggestions. I believe this is pretty self-explanatory. I have sheets with several checkbox columns that are typically hidden, but often need to be unhidden to perform some action.β¦
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Additional elements for Dynamic View (to add additional heading/description, Divider like form)
I decided to use Dynamic view as Form instead of Smartsheet Form because you can use Multi-Contact select in the Dynamic View Form. However, it does not have option to add additional Heading/Description or Divider... it'll be nice if we could that.
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Dashboard Flow Chart Wizard
We need to have a Flow Chart Widget for the dashboard! I acquired the role of Smartsheet Product owner earlier this year. As our Smartsheet "Solutioneer" I build many solutions to help bridge gaps in processes for various teams such as compliance, product, operations etc. Those that managed our Smartsheet prior to reallyβ¦
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Save Automations as Draft
There's been a few times now that I started creating an automation and it wasn't able to find the thing I wanted to reference or there was a minor issue with a reference and I had to completely discard the automation, go make my change, and then go and start creating the automation from scratch again. There is currently aβ¦
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Recover Data Shuttle workflows
For large organizations, allow Admins to recover the sheets, automation workflows and data shuttle workflows created by users who have left the organization and assign them to other users who took over the respective role. Currently, the only option is to start over, which involves not only time and labor, but alsoβ¦
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Grid Edit in Dynamic View
Please allow a grid-edit option for dynamic view so that a user can edit multiple entries at once. It is very time-consuming and cumbersome for a user to only edit records one at a time from the details pane.
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Searching Cell History
Smartsheet should allow searching cell history within a sheet and across sheets.Β In our typical task list and project sheets, we have a column titled notes and we keep row updates in the cells.Β Each update overwrites prior notes and there is no way to search other than the Activity Log.Β Otherwise, we have to right clickβ¦
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Data Table clean up
There is currently not a way to clean up data tables efficiently, only continue adding data to them. Would be good to be able to run some type of clean up on the table to remove data that is no longer needed. This would also help free up server space.