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Merge smartsheet PDF attachments
I would love to be able to merge PDF attachments on smartsheet into one file
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Make a Form Available Offline by Form Setting
Currently, forms can be accessed offline, but users must manually enable the toggle each time they open a form. This means each user has to activate the option before accessing the form. It would be more efficient if this feature could be enabled in the Form settings as a one-time change, removing the need for users to…
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Folders for mapped documents and/or sheet attachments
I am using Smartsheet to collect applications and organize the submitted data. I am using the automation tool to generate a PDF document each time a form/application is submitted. It would be great if there was a folder with all of these generated documents instead of having to download them all manually in the sheet and…
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Dashboard Export
Please allow the functionality to easily export to another program for presentation purposes. Export to PDF or to Powerpoint/Word. The print save PDF option loses a lot of quality and this is really integral to business to be able to present something like a dashboard in ppt with other materials.
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Saving Folders as Templates
I think you should be able to save a folder or workspace as a template. Have the whole thing linked within itself so that automations don't have to be updated when you create the new space, they already point to the new sheets within that template folder. My projects use a large set of sheets and the folder structure is…
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Resource usage reporting at project level - warnings of over allocatoin
Can a view of a project plan be developed to show the allocation of a resource within the project itself. It should report when the project itself has over allocated a resource due to multiple activities using the same resource over the same time period. A view Similar to that in MS Project would be ideal, where you can…
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Scenario planning for Resource Capacity Management
Currently it is very difficult to do resource capacity planning for different scenarios across a project portfolio. The People view does not recalculate the resource allocation percentage when filtering projects so. you cannot see the difference when excluding a project. You also cannot try out different scenarios where…
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User Merge feature for System Admins
We require users to access Smartsheet via Single Sign On and experience many domain changes due to rebranding, which often results in multiple Smartsheet accounts being created. Because we don't have a centralized instance of Smartsheet, we had a workaround to merge user accounts. It involved using the alternate email…
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Add Salesforce Connector OR logic
Please add OR logic so that multiple values may be selected form source table. Or perhaps this could be achieved by creating a selection "In List" and allow us a list of values that would validate the selection logic. In our case we would like to select multiple values for "Salesforce → Leads Table → RecordType: Name:"…
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add a notepad
add a notepad to each line in column 1 same as attach, comment, proof and reminder. This would allow to keep notes on project like a check list of materials and what to order maybe phone numbers and contacts maybe meeting notes.
