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Linking data by Primary Column
We track data for customer accounts in a couple of different categories. This inevitably means that some customers (not all) appear in both data sets. We spend some time ensuring that the data entered is consistent across both, but this is a manual check. It'd be good to be able to 'link' data between sheets conditional on…
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Bulk Action on Workflows
It would be nice to be able to take an action on all, or multiple, workflows at the same time. If you have a sheet with 20+ workflows tied to it and you have a need to deactivate the workflows (data migration), it can be a pain to deactivate each workflow and then activate them all.
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Easy access to sheet, reports or dashboard links
Hi. As Smartsheet is increasingly being utilised in our organisation l find myself embedding links to sheets, report and dashboards into documents such as email, policies, frameworks, briefing notes and strategic item papers etc. To do so l have to click on file>properties - copy and paste the link into the relevant…
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Smartsheet Glossary
I would have loved if there was a Glossary of Smartsheet terms (instead of having to Google them, one by one) back when I was in Training. Quick definitions of terms such as API, Workflow, Assets, Connectors, etc.
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Resource Manager Advanced Report Field export selections
It would be nice to have the ability to select which fields we want to have exported to SS automatically vs. ALL of them. With the 500K size limit on sheet sizes and 68 columns of data getting saved automatically from the RM Advanced Reporting, we will be hitting size limits. Of the 68 columns of data, we may really only…
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Filtering Resource Manager to exclude 0 incurred hours
We only want to view RM hour records with incurred hours >0, however, are unable to filter 0 hours out. This causes confusion in exception reports that show records with 0 hours that might meet all other criteria but are irrelevant as there aren't hours tied to it. It also increases the Advanced Report sizes when getting…
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Improved User Auto-Provisioning
It would be great to be able to specify some additional options for user auto-provisioning: Have the ability to add auto-provisioned users to Groups automatically - Being able to add new users to an "All Employees" group automatically would mean they could have access to some resources by default. In my case, users…
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Rich text format on Form input
I would like to have an option to format/edit text (such as bullets, bold, italics, hyperlinks) when typing into a smartsheet form? All inputs collected on this form goes directly on Dashboard, and we have so many format inside.
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Open new website without login
There should be a way to be able to open multiple web pages of Smartsheet without having to log in to the site again. If I ctrl+click a sheet, it should just load a sheet in a new tab.
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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.