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DocuSign Naming Feature
To be able to have the Project Name be the envelope name and generate fully from Smartsheet. Right now, the draft in DocuSign is the only applicable way to really use it for a large company. So my accounting director doesn't have all the unnamed documents coming to her in addition to all other departments sending her…
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Outlook Add-in: link back to email in outlook
I would to manage my work emails with smartsheet and I installed the outlook add-in. once I create a row from an email, it would be great to be able to link back to the email from the sheet in case i need to find the email rather that searching for it.
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Apply styles/settings to multiple sheets
When managing many sheets it would be great to apply style/settings to many sheets in order to be able to change them in one place. I have few idea: sheets that inherit the same template inherit the template style. Or sheets under the same folder/workplace user inherit styles/settings.
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Form Continuity I
Allow a form entry to be a drop-down list with options consisting of those created in column properties in column creation or new entries entered through the form. An example would be a project number, if a line already exists with this project number or if it's a number that was pre-populated as an option during the…
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Enable multiple views of same sheet within a workspace
I have a sheet that displays information that is valuable as both a grid and a calendar. It would be nice to be able to make a "copy" that is a linked clone of the original sheet in a locked-view version of that sheet. For my use case, the main sheet would live as a grid, then a calendar copy could be made that is locked…
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Use generic name for Smartsheet automated notifications that can be easily updated
When I have changes in a number of Smartsheets due to personnel changes (terminations, new hires, promotions) I have to go through a large number of sheets to change the destination address for the notifications. For example, Kathy might be my accounts receivable person. When she changes roles, I need to change the…
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Min - Max Durations on Gantt Schedules
It would be very helpful to input a minimum and maximum duration for an item and have the color bar shown with two tones. This would enable us to see where optimization is possible while still planning conservatively, or vice versa. There would need to be a setting for where to connect to the next item, i.e. minimum (best…
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Option to enforce "Unique"column, similar to a Primary key value in a sheet
Missing basic feature in smartsheet. Copied from :
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Auto refresh dropdown list values
When creating a droplist list column it will auto populate with values already in the column whether in the same sheet or sourced from another sheet. However, after the dropdown list does not change thereafter. Most of the requests to auto refresh dropdown lists and use them in forms arise due to the inability of the…
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Improve Functionality of Report Filters
I'd like to see report filters improve. I've included a post from another user that was submitted a few years ago. Ideally, the report filter would allow for @row references. The use case that triggered this need for my company was the "between" function for a date field. I want to see any projects that are between two…
