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When changes made in a sheet via Workflow, perform an automatic save
Whenever changes are made in a sheet via Workflow (e.g. locking/unlocking rows to update TODAY() formulas), a manual save action has to be performed. There should be a possibility to perform an automatic save action wihtin a workflow, or when a workflow is accomplished successfully. Thanks, Markus
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Owner report for My Smartsheet Contacts
In our opinion, Smartsheet Contacts need better oversight and controls. In cases where an owner leaves or transfers and the System Admin transfers their sheets to a new owner, the new owner inherits the shares that were made to the previous owners' contacts, however, these contacts don't show up in their My Smartsheet…
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Record time against a project that I'm not assigned to
In Smartsheet Resource Management, a problem came to light where a Project Manager (access level “Project Editor”) wanted to record some timesheet hours against a project that he hadn’t previously been assigned to. He accessed his “Time and Expenses” screen and clicked “report time for something else” but no options were…
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Select the time period in a published calendar view of a report
I would like to be able to set the time period shown in a published calendar view of a report. At present, it defaults to one month, and can be changed in the dashboard, but at that level, many details contained in each day's content is lost, and viewers may not know how to change their view. Thanks.
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Add Join/Collect functionality to Reports
I created a form with logic pertaining to different user groups. Each form entry is a new line item. It would be beneficial to be able to join line items into one line item for a report based on different criteria (i.e. same date submission or user). The current summarize functionality in reports works, but still have…
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Enhancements Needed for "Generate Document"
I was very excited about the new feature for generating documents from a sheet row and being able to send it out for DocuSign approval. My first attempt to use it was for a volunteer application. I wanted to send applicants a copy of the information they had provided through an application form, add some additional consent…
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Different Locations for Smartsheet Engage
It would be nice if, on occasion, Smartsheet Engage took place on the East Coast, or better yet, somewhere in the Midwest(Illinois, Indiana or Ohio perhaps).
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Attachment on submitted forms
I would like to see the ability for a person that submits a form through Smartsheet to have an attachment of that submission sent to them automatically. Currently an email can be sent with the information but if i want to upload that information to another system you must use another application like snip it to save as an…
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Resource Management: Fix ‘New Assignment’ pushing out employee start dates
In Resource Manager, whilst looking at the Schedule to view new Managed Resources and their availability based on their start date set within their new employee profile… · Problem: When you click on the Available 100% > New Assignment and select an assignment, it pushes back the start date of that resource back by anywhere…
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Sort column containing dates in chronological order
· Problem: It is not possible to sort a column containing dates by chronological order · Use Case: list of annual leave for employees working on a project · Ideal Solution: Enable sort by: chronological order for a column containing dates