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Update Reports using the API
I found an old thread in the community about this, so mayn users are looking for it a long time already. I need to be able to update reports using the API, most importantly I want to add or change the source sheets of a report using the API. In my current case I have multiple reports using the same sources and if a new…
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Prevent and Identify erroneous files or information uploaded via mass upload (data shuttle)
As we know, if the information that is loaded through mass upload does not meet the criteria we have set in the data shuttle, the information will not be loaded, and the fields/columns will remain blank. But the users who are loading the information cannot know the reason why the mass upload is not running. The proposals…
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CONFLICT COLUMN (Shows where issues are when scheduling)
I have started to develop a CONFLICT column, that is, a column to show/ highlight where the same ASSIGNED TO/ RESOURCE/ MACHINE has been allocated on the same day, thus identifying potential conflicts in the schedule. The columns counts the number of instances where the START DATE and ASSIGNED TO are the same and only for…
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Non-Admin Viewership of Automations, Workflows, and Forms
We use a lot of sheets, forms, and automations to mages several intakes in our organization, and we have only a couple of people with Admin access to maintain all of this. When we want to make adjustments, changes, or upgrades to a sheet, we are frequently asked to find when in the form logic or automations the change…
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UPPERCASE and LOWERCASE
It would be ideal to have a drop down select/ format where you can highlight/ select column/ row to be UPPERCASE or LOWERCASE etc. Rather than the function where you need to enter text (which only applies to that instance) the whole is formatted properly (as in Google Docs/ Word/ Excel).
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Signatures in Forms without the integration with Docusign.
Ability to accept signatures without the integration with Docusign.
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Record of workflow alerts
Smartsheet doesn't have a way to see if the email was sent, to whom the email was sent and what was the email that has been sent. We can only see when the workflow last run and work on blind faith that it actually was successful. Only to find out weeks later people aren't receiving the alerts, and there isn't a reason why…
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Formats for fields such as Phone Number, Zip, etc. DATA Consistency is a must
Really need the ability to format fields such as phone numbers or have them as an option like the current currency, number, etc. Prefer to give us the option to format, since there are always needs to be able to que manage our data.
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Embed Hyperlink in Email Notification with Text to Display
It would be great to include a hyperlink in a message body with text to display option so that users of notifications can easily click the link. This helps with simplifying a business process into the workflow without the user having to copy and paste a URL.
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Rich Text Formatting in Automations & Forms
Having the ability to do Bullets, Bold text and basic Rich Text Formatting would be a lovely addition to the product. I know I have plenty of need for it, and sure others do as well.