It is not currently possible to share a unique URL to a filtered view of schedule in Resource Manager. This would be a really useful feature for sharing filtered views via URL to specific teams to demonstrate updates or issues related to resource allocation or scheduling such as conflicts, projects, changes, annual leave…
We have created Salesforce Smartsheet workflow to flow data of Opportunity from Salesforce to Smartsheet via connector/workflow. But while mapping we are unable to see the field "Type" from Opportunity for mapping in Workflow. Please let me know the timeline for this.
It would be helpful to be able to share summary field information from multiple projects using Dynamic View and a Summary Report. Summary Reports are an excellent way to share summary field data for multiple projects. Sharing this data using Dynamic View allows the owner/admin to show key fields in a grid, then make…
upload pdfs or word documents to workspace folders so that they are available to attach to dashboards
Please add the ability to use more sort levels when sorting sheets and reports. It's pretty easy to run up against the limit of only being able to sort by 3 columns. In my personal experience there are cases I've hit where we would need to use 5 columns to have a sheet or report sorted in the most logical order. I'm sure…
The option to download multiple files in a non-zip format would be a welcome improvement.
I would love to see functionality where a user could move sheet summary items up or down with simple drag and drop functionality because with the current setup, you can only move each summary item up or down one at a time (by clicking on the 3 ellipses) which can become very cumbersome. Please see the image for further…
Need a function or @row formula to get the specific attachment URL for any row attachment. This function could be used in a column so @row.GetAttachmentURL(Index) would return a URL. This is similar to the URL generated when the Attachment ->Send email menu option is used. This would allow Automation workflows to send…
Instead of automated rows transpose it to automated columns. So you could up multiple quantities in multiple rows within one column. Similar process automated rows, but you can do columns for a number of desired cells
I am working with Resource Management and would love the ability to customize the project type options. Currently I see confirmed, tentative, or internal that are color coded in the schedule. I would like to create options that make more sense for our work that are color coded in the schedules to easily visualize who is…
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Although it's typical to need to run a few tests for a workflow or automation, it would be great if we had the option of previewing what the automated emails/notifications/alerts would look like for individual users with different types of permissions. A view "View As" type of feature.
When a project and tasks are set up with dependencies and durations, the project manager should be able to drive all task dates based on the project end date, not just the start date. Often mid project the delivery date needs to be changed. With Smartsheet, a project manager needs to adjust the duration of all tasks…
It would be great to be able to select a workspace as the template source folder while setting up a blueprint in Control Center. Currently you have to select a folder in a specific workspace. This change would eliminate the initial folder created at the workspace level, and would allow the end user to have all the template…