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Description field for workflows
It'd be nice to have a text field available for each workflow. That would help describe what a workflow does. Also, an PDF-export option (print all or print selected workflows) would help document the descriptions in an SOP manual or reference handbook.
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Schedule/Automate "Export Project List" functionality in Resource Management
I'd like to be able to schedule and/or automate the ability to export a list of all projects with custom fields from Resource Management. There is a way to do this currently form the API, but the output is a JSON and we are looking for a CSV. If we could schedule the export and have it save to our database automatically,…
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Can you make Form logic more advanced?
I really love the logic in the form but IMHO is not optimal & describe with screenshots my problem also here. I created a form with 7 question and based on the answer either another question gets visible or there is a message a message in RED. If someone manages to get to the 7th question depending on the answer he can get…
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Ability to export Utilization underlying data
Currently, any Utilization reports generated from Resource Management are only able to export high level data, and not any of the underlying data. The underlying data (such as utilization on a daily basis) is needed sometimes. Smartsheet support confirmed that the current Utilization report does not have an option to…
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Limit Who Can Share or Send to a Certain Group
We have a group in Smartsheet that contains all employees in our organization so that we can share WorkApps across our org with everyone. This presents a problem for us because any user can share a sheet or send a notification to our entire organization. Please add the ability to limit who can access Groups in Smartsheet,…
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Project-based timesheet approval + automatically add team members to a project
Issue: For a Project-based timesheet approval flow it is necessary to add the team members to a project. A Project Owner needs to add someone to the project first to be able to see their time submission. Booking someone for a project for the first time, would make this person a team member. However, RM isn't handling this…
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RSS tracking
I have a use case where it’d be great if I could have an RSS feed populating a sheet. I would then either use the sheet directly or reference it’s information in other sheets.
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keep the colour of the source cell when linking it out to another sheet
Either through "Link from Cell in Other Sheet" or Vlookup....
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Resource Management: Restrict Use of "Non-Phase Specific" Phase
The Projects I run tend to have phase budgets that are beneficial to be tracked for Post Implementation Review. My Team Members are able to record time on the top level of the Project - this is not helpful for reviewing the specific components. I would want to restrict the ability to record time on non-phase…
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MS Forms as an approved web embed content
Hi there, please include MS Forms to your list of approved Embed enabled web content. We have a combination of MS Forms and SmartSheet forms and want the ability to create apps and dashboards with these web embed content.