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Edit in Card View
Similar to the way that there a tabs on the right side to see comments and attachments, can we add an "Edit" tab for Card View? When I am editing multiple cards, I would be able to do so quicker, if I could permanently have an "Edit" tab open so that when I right click on the Card, all of my editable fields will be easily…
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Automation to allow Cell Change for Checkbox "Flag" or "Star"
Smartsheet TAM confirmed for me that we can't have an Automation change a cell value if the column type is a checkbox for the icons for either a Flag or Star. Can this be an enhancement request?
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Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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Put data on same row if linking multiple forms from the same sheet together
If a sheet has multiple forms that utilizes unique columns in each row, it would be nice to be able to have those forms daisy chained (i.e. when you submit one form you are taken to the next form) and have the data from all the forms populate on the same row (maybe this can be done by assigning a unique ID to the parent or…
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Auto Generation of Crossreferenced tables.
Topic: New Sheet Row Generation with selected data from a source Sheet with data linked. If you are used to ERP linked data tables you may have explerienced the need to get similar benefit in Smartsheet. We are in the need to generate a new row in a "destination sheet" triggered from a "source sheet" based on specific…
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Issue - My Assigned Task Report Attachment
Hello, Please share this feedback with the appropriate engineering team. When scheduling a recurring delivery of the My Assigned Task report via the Send as Attachment feature, the attachment populates tasks assigned to me (the sender) instead of the recipient. We are currently embedding the link to the report in the…
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Document Builder Mapping Transfer
If I do a copy of a sheet that contains a mapping, I want that copy to have the same mapping without me having to reload the editable pdf and redo the mapping of the columns.
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Export/Print Proof with Comments
Proofing is great, but I would love to use it for auditing documents. Being able to print/save/export the document with the comments would be a great asset. Additionally, comments should be retrievable into the grid for cataloging.
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Conditional formatting legend
I would love to offer a legend for users to understand the conditional formatting for a given sheet. Not all users are able to see the rules and may not remember what the formats indicate. Adding a button or pop-up banner/tool tip would be a great improvement. I try to use the column description when I can, but the…
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Import/Export Tags between Smartsheet and Excel
Please make SmartSheet tags cross-transferable between Excel and Smartsheet. It would be amazing if Smartsheet recognized a comma-separated list (or some other delimiter) in Excel as a cell with multiple values. Inversely, it would be amazing to be able to TEXTJOIN a string of values in Excel and import that string into a…