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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
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Email for rejection of time sheet on Resource Manager
In Resource Manager, whilst using the approver view to approve and reject time sheet submissions… When a time sheet is rejected, the user does not receive an email to say that the time sheet has been rejected. · Problem: Users not emailed when time sheet rejected · Ideal Solution: When approving / rejecting time sheets,…
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Diverse visual calendar options
I am working with a team of field technicians that are all within the same department, but often split into smaller teams to complete work. These teams are dynamic, meaning that of the 8 technicians, all are capable of working with any number of the others in any number of total technicians. I am trying to design a…
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Use Custom URL to add users to company account.
Use Case: 1. Account Discovery is enabled for company. 2. A user received a shared Smartsheet from a company Smartsheet owner. 3. User clicked on Smartsheet, and it sent him to main screen to create an account. 4. User created an account using his company email. 5. Smartsheet associated his account with the company. 6. A…
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Email notification with parent row are illegible!
Hello from Hamburg Germany, Unfortunately we receive the content in the email notification with the parent row illegible! On the other hand the email notification without the parent row is just perfect >> see the comparison 😏 How we can get the email notification with the parent row in the same style as the email…
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Link Rows to Other Sheets
It would be great if we could link a row from one sheet to another