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making options in dropdown unavailable if selected already
How to make dropdown options become unavailable (in both forms and sheets) once they’ve already been selected. Example: If a patient books an appointment, that time slot is automatically removed or disabled so it can’t be chosen again.
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Daily Digest for Notifications
Batch all notifications generated through workflows for a single program or for any sheet into a single email with a quick summary of why you receive the notification for a sheet and a link to the sheet/cell as appropriate. When team members receive too many individual notifications, they can start tuning them out, a…
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Need ability to clone and export/import Document Builder PDF template mappings
As it stands, when I clone a workspace folder, the automations are copied to the destination, but Document Builder PDF document mappings are not. As such, cloning a workspace folder/sheet results in an incomplete solution, and requires PDF document mappings to be recreated manually. We have some complex PDF template…
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Schedule Data Shuttle for a Specific Day of the Month
Unless I am missing something, it appears that you are unable to schedule data shuttle on a specific day of the month. I have a monthly report that comes on the 10th that needs to import into Smartsheet. It appears the only way I can make sure data shuttle catches this is to run it every single day forever. There is a lot…
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Quick Sort Card View (Sheets and Reports)
Allow users to sort card lanes (individual lanes) both in sheet and card view in order to ease workflow. This is a fairly common features in most Kanban softwares and would be a welcome addition to improve Smartsheet. Ideally this would be something a user could do themselves OR is an automation or report level standard…
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Contact Groups for everyone
Luckily, I am a system admin and I can add, remove people from groups, but if anyone needs someone added to a group, they have to wait on me to do it. It would be great for others to be able to use groups for the org (created by an admin) or to be able to create their own groups to use within their team.
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Enable File Handling in Bridge
Make it possible for Bridge to hand files as variables and results from actions. The example being a SharePoint API call returns a file that will then exist in the reference data of that complete action. This file/reference could then be used in future actions such as another API. My scenario required the use of the…
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Ability to create a true backup of a sheet by maintaining the cell history (or letting me decide)
The problem: Is is currently impossible to create a true backup for a sheet inside Smartsheet (by copying a sheet) or outside of it (Excel backup that you offer). In both cases the cell history is completely deleted (Excel) or summarized under one name (Smartsheet Copy). So here my user story: As a user, when moving or…
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Accurate Colors when creating proofs
We previously utilized Workfront for project management and proofing, and colors on pdf created where accurated, now colores, mostly blues are softer than real ones. Is this something Smartsheet can fix in your proof software, so we don't have to go through additional steps to upload each proof? Our team uploads numerous…
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Editable Sheet Summary Report
It would be a good addition to Smartsheet to be able to edit data in Sheet Summary reports, just like we can edit regular Row Reports. I don't understand why the 'two-way' data entry functionality between Sheets and Reports does not apply to Sheet Summary fields.