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Ability to drag/drop multiple documents in Dynamic View
Currently not able to fully use our Dynamic Views because the user is limited to uploading one attachment at a time vs. the ability to drag/drop multiple documents and the user experience is not up to par for the stakeholders involved.
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Alternate Email Address Report
Please add a column in the User List report that displays all of the alternate email addresses associated with that account. This would make finding users much, MUCH faster than it is now. I have to either contact support or randomly guess at which account may have the alternate email. An alternative idea would be to allow…
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Need Both OR and AND Options for a Filter
When setting up a filter for a worksheet, it would be better to be able to select OR/AND for each line. Currently, only having the options of either 'All conditions' or 'At least one condition' isn't sufficient for a filter. For example, if you want to filter to see rows assigned to Jane Doe and a visit date in the future…
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Recover Data Shuttle workflows
For large organizations, allow Admins to recover the sheets, automation workflows and data shuttle workflows created by users who have left the organization and assign them to other users who took over the respective role. Currently, the only option is to start over, which involves not only time and labor, but also…
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Adding a date format for MM/YYYY
Can we add an additional short date format in a MM/YYYY style.
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Automation - Improved "Change Cell Value" Action based on Cell Type
The "Change Cell Value" action when doing automation leaves a lot to be desired. Currently it seems to only be able to affect Text/Number, Dropdown, and Checkbox columns. There is a separate action to fill out a date for Date cells, but that is also very restrictive in that it only can enter the date of when the automation…
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AI - Not implement or use
When AI roll out, will there be a way to not include it or turn it off? I believe the company I work for will start blocking all sites that use AI. Thinking ahead so we don't lose what we already have.
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Ability to add functional hyperlink to individual text in a cell
I was wondering if there's a way in Smar to have text be a hyper link and not a long long url. I use Command K (Mac user) on google platforms to do this. What I'm looking for: Link Not: https://www.facebook.com If click a cell that contains text, I can turn the whole cell into hyperlink text with just one link. I'm looking…
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Modify/Add Columns from within Automation Workflow Builder
Within the sheet automation screen, it would be great if you could modify or add new columns during the workflow building process, similar to the functionality in the form builder. Often, it's defining the workflow that illuminates the columns required, and it's a pain to have to save your workflow mid-build to change the…
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Provide a way to see the history of automations
It would be nice to see: all the triggering events of an automation all notifications and recipients of automated notifications version history of the automation configuration