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Linkage Between Form and Report
Hello, I posted this last week in the community forum and was advised that this is currently not a feature: I am trying to create a function within a form that allows the form user to view prior Notes for repeat customers easily. Currently: All customers have a "Note" entered as part of their form. I have added a checkbox…
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We need more customized sharing options
More specifically I would like to really control what editors can or can't do. I don't think we have enough options as it stands. In a perfect world, I would like to limit which rows an editor can change and which they can't. Maybe by using the contacts column type we could assign rows to certain editors and ONLY those…
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Widgets need option to be locked on the grid in edit mode
Widgets need option to be locked on the grid in edit mode. That way when new widgets are created and moving around it doesn’t rearrange your layout unintentionally.
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Work apps needs sub menus/headers on the side bar
In the work apps, it would be helpful to have headers for the side bar. That way as smartsheet items are viewable for different roles, you can organize them by category. This also makes the hierarchy on the role easier to navigate and organize for the owner/creator and users can visually find what they need to navigate to…
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"Recents" Feature added to the 'Link from Cell in Other Sheet.." GUI
Hi SS Team, When Linking from Cell in Other Sheet ...it would be really helpful to have the option to click a "Recents" icon to show a list of recent SS items. This can be very helpful to reduce time spent having to manually key in the item name into the search bar for each instance.
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Option to include Children rows in Filtered results
I maintain master lists of initiatives in one sheet for each program I'm tracking but not managing. When conducting reviews, I filter the list of initiatives based the stakeholders I am meeting with. Most often, the Children of row item that matches the filter criteria are needed for discussion during my reviews. I…
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New filter criteria/option
Hi It would be extremely beneficial to have a filter criteria to say Is in the Last Month or last week Is in the Next Month or last week At present, when you use in the last 31 days or last 7 days, depending on what date of the month you are in it shows different dates. If you could say last month or week it would stay to…
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DocUsign and Proposal PDF's
My company would like to use DocuSign within our process' to get a multitude of different documents signed. I know that you can generate a document from the fields in your data and i know you can also upload a template. I want to use a proposal received from a vendor (so i have to use their document) and somehow submit…
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DocuSign URL Column
From my post Utilizing the Docusign integration. Much like how there's an automated Status column for the delivery of the documents, is there a way to automatically pull in the URL of the DocuSign .pdf? Trying some Zapier automation that would benefit from that info.
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Sheet Access Request - Provide more information in request
As the Owner of the majority of the Workspaces in our company, I often receive the email from an external party, requesting access to a particular sheet(s). Whilst I may be the Owner, I am not typically the manager of the project and have little insight into what role that external party plays. On receipt of these…