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Attachment capability for Docusign integration
It would be fantastic if there was the ability to attach files in the Docusign generation. It would make a large-scale project that our group performs every year much faster and easier for all of the users.
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Custom Message when Form Disabled
When I de-activate/disable a form, I would like to display a custom message. Right now it says, "The form you are attempting to access is no longer active." I would like for it to instead say something like, "The form you are attempting to access is currently under construction - please check back soon! You can contact…
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Editable AI Dashboard Widgets & Dynamic Data Sources
Problem: Current Limitations Locked Data Sources: Once an AI-generated chart is created on a dashboard, the underlying data source selection is locked. You cannot simply "Edit" the widget to add a new sheet. Inability to Scale: If a project expands (e.g., a new team sheet is created), the existing AI visual cannot be…
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Incremental Baselines & Dynamic Baseline Linking
Problem: Current Limitations Destructive Updates: Currently, snapping a baseline is a global action for the entire sheet. There is no way to baseline newly added scope (new tasks) without overwriting and erasing the historical variance data of the existing tasks. Manual Data Entry: Users are forced to manually copy/paste…
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Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
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Native Burnup Charts with Automated History Tracking
Problem: Current Limitations Complex Setup Required: Creating burnup charts currently requires advanced formula knowledge, "helper columns," or separate sheets to manually capture historical data snapshots. No Native History Tracking: Standard charts only visualize current cell values. There is no simple way to plot "what…
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Print From Document Preview
Please add a function to print a document from the preview, and/or add a function to print it.
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Prevent row change automations triggering when new rows are added
Currently any form with column formulas will trigger row change automations every time a new row is added. This results in both the new row automation AND row change automation sending every time a new row is added. Both the column formulas and different messages for new vs changed rows are necessary so just using row…
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Form Receipt option to send to others as well.
In the form settings option, as it currently stands, there is only an option to check a box to send a "receipt" of completion to yourself. I need the option for my buyers and assistants to send the "entry receipt" to not just themselves but also to an email address that they designate. Can you please add an option to "also…
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Restricting a column to a number value
I know that I can restrict a column value to a number through the form, but if there is a direct entry into a column, our current option is Text/Number. It would be nice if they would separate that into a choice of Text or a choice of a Number. I constantly have an issue with people putting in N/A which causes issues with…