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Automations: Sending Attachments individually, selectably
Currently, automations containing attachments can be sent listing multiple attachments to a given row. It would be very useful to filter or select individual attachments (based on a conditional factor such as if the title of the attachment contained a certain string of text, numbering convention, or even file type) to…
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Have Smartsheet auto include a generated PDF in the notification email
Hello! Is there way to have Smartsheet auto include a generated PDF in the notification email it sends out once a form is filled out and submitted? I'm still relatively new to Smartsheet and I currently have the automation set up to generate a document with each form submission and send an email to a specified email…
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Resource Management Schedule View on Smartsheet Dashboard
Resource Management already has a great view on the Schedule tab to see if someone is over allocated but unless you have licenses for every user in Smartsheet only Management can use this tool. I would like to create a view/report per individual that looks the same as in the Resource Management Schedule tab and place it on…
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Add today line to Gantt Report in Dashboards
The today line should be visible when a report is added to a dashboard in Gantt view. This is a very necessary reference point for a dashboard.
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Prevent sheet from trying to display all proofs on opening or after saving
We have a Smartsheet that tracks the illustrations for an educational program, and it now has close to 1,000 rows, one for each illustration, each with a proof. For some reason the sheet sometimes will try to open with the right-hand proof pane set to "all" instead of "row," and when it does, the whole screen locks up with…
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Freeze columns in a report on a dashboard
If a column is frozen on a report and that report is used in a dashboard, it would be helpful for that freeze to apply when viewing the report on a dashboard.
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Multiple resource allocations with different % per task
We'd like to be able to allocate a number of resources to a task with different levels of % allocation. Currently we have to create the same task multiple times.
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Power BI integration for resource manager
Connection to Power BI for Resource Manager to allow custom reporting and combined reporting from other systems (eg. billing, timesheets etc...)
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Audit logs with visibility into admin settings changes
Would like to be able to review changes made by systems admins to Enterprise account-level settings. All changes made to settings on the Security & Controls page: Permissions, Content and Chat Controls
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Salesforce Connector: Clone Workflows
It would be very useful to be able to clone a Salesforce Connector workflow and then make changes as needed. This would save a ton of time when you are mapping mostly the same fields on intake sheets that have already been cloned in Smartsheet.
