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Automation Primary task linked to sub task
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Slicer In Smartsheet
Hi Community, I’d like to propose an idea that I believe would greatly improve usability and data interaction across Smartsheet: adding slicer-style filtering, similar to what we see in tools like Microsoft Excel or Power BI. It can be done by creating a sheet and building up cross reference with the Main sheet . And than…
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Account "report" on forms usage
I need to know how many sheets have one or more forms associated with them in my account. I wish Smartsheet enabled you to generate better and more reports of account usage, generally. See box.com for an example of good admin capabilities. I'm often wanting to find statistics on our account usage for our leadership, and…
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Resource Management People Export - ability to automate exporting the people list
It would also be extremely helpful for Resource Manager admins to have an automated way to export People Data from RM. Currently the only option available it to "Export People List" which downloads a .csv file that has to be loaded manually into downstream/dependent systems.
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Schedule/Automate "Export Project List" functionality in Resource Management
I'd like to be able to schedule and/or automate the ability to export a list of all projects with custom fields from Resource Management. There is a way to do this currently form the API, but the output is a JSON and we are looking for a CSV. If we could schedule the export and have it save to our database automatically,…
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Group Rows in Sheet, not just in Report
I would like to view rows grouped by their category (from a dropdown column) in Sheet form, so that I can add new rows while viewing my data in an easier-to-read format. Currently it seems grouping can only be achieved in a Report which does not allow me to add new rows. I am new to SmartSheet but have intermediate…
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Lock a shared sheet into a standard format/setup
It would be great to eliminate the frustration of your view on a shared sheet being rearranged by cell width and wrapped text done by another user. Individual users should have the ability to save their own view of the sheet, or clear all their customizations and have it revert back to the original default view. Could work…
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"last/newest comment" column: prevent misuse
Hello to all, suggestion for the "last/newest comment" column (sorry, we use the German version so I do not know the correct English translation): Either lock the colum to prevent direct input of data, or add/append new input in "Conversation" section. It often happens that people contribute to conversations by typing…
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Maintain Triggers When Moving Bridge Workflow to a New Workspace
I learned the hard way today that moving a Bridge workflow to a new workspace removes the trigger. This is a big design flaw. Minimum request: Provide a warning to users when they attempt to move workflows to a new workspace, so they can decide whether it's worth it to set up all of those triggers again. Best option:…
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Change color of milestones in Gantt
Hello. I would like for the Gantt to reflect my organization's color scheme better so that I don't have to recreate Gantt charts manually in PowerPoint presentations for sr leadership. Currently, I can change the bars in the Gannt, but I cannot change rollup bars or especially milestone diamonds.