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.
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…
Ability to view a reminder without opening edit first. Something similar to MS Outlooks reading pane.
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.…
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…
I would like to have possibility to add any action in existing flow in automation without deleting the whole action below.
The documents and surveys that we can build and integrate into our sheets are great, but it would be nice if I didn't have to go to another platform and manually pull results in for this one thing. Quizzes should be an option to build as well.
Please add a global search capability that will search a dynamic view beyond the record on the screen. Awful UX, very old request not ever fixed it appears from community. Come on Smartsheet!
Can you add a symbol for Paid in Full Partial Paid Unpaid
Hi I have 2 idea's: 1) We are not able to edit workflows under the tab 'My Organization'. We only can pause, see activity log and archive. There's no edit. Can there be an edit button to edit workflows? 2) If we have our edit rules to edit our own workflows in 'My Organization', we should also be able to edit the workflows…
Hi Community, Welcome to the Product Feedback and Ideas space where you can help shape the future of Smartsheet! We really appreciate your feedback and will take all posts into consideration. Our product team will review top ideas and requests monthly and we'll share updates as soon as we get them. Remember: if you have a…
Hello, I have a number of forms that require sign-in as well as a dashboard that requires sign-in to see it. I have received several confused messages from people who click on a direct link to a form/dashboard I have sent them, but when they click the link and then sign-in they are taken to a general Smartsheet account…
I recently came across that you can't transfer Group Ownership unless you "View Group" first even through there are 2 menus shows up which are miss-reading. I found out you can't transfer from here. When I click this "Transfer Group Ownership…" nothing happens. (No pop up nor warning) If they can't remove it, I need some…
Hello, I would like to see a Flowchart and Diagram implementation added to SmartSheet. I would like to have all my data in one location, versus having to utilize multiple applications for my data.