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Linking Sheet Attachments to Dashboard
Use Case Trying to create a policy and procedure inventory, created the sheet to be able to manage version control and restrict access to Senior Leadership etc, wanted to create the option that when the status on the policy is changed to 'Publish' then the attached pdf document to each policy entry is then available to beβ¦
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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 emailβ¦
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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 onβ¦
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Allow for a copy of submitted form to be emailed to a default email in setup
When a user submits a response to a form, they have the option to receive a copy. However, it would be nice to have a setting where we can identify a standard email where a copy should be sent by default. We require a saved copy of submitted forms and it's messy trying to export the rows of data (we have upwards of 50β¦
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MM/DD/YYYY Date Format
Can we please add a MM/DD/YYYY date format to Smartsheet? I would like to feed this date into some DocuSign forms I need employees to complete, but they require a MM/DD/YYYY format in order for me to be able to utilize these dates.
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Form Pages
as a user i want to divide forms in pages so that when the form is long i can focus better restarting fresh from the top rather then continuosly scroll vertically , Pages are also useful to divide the form depending of the argument Using multiple forms is not a good workaround cause the user can decide to complete only theβ¦
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Auto Update Filters
I'd love to see a feature that updates the filter view while working in the sheet. Example I am changing the status of items in real time during a meeting and would love to have the ones "checked" or changed to green to automatically disappear off the view. I have to turn the filter off and back on right now which can leadβ¦
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Segmenting within Grids
It would be really helpful if Smartsheets allowed segmenting to provide the ability for formatting by cell or segments. For example, have the top segment of a Smartsheet have columns with formatting by contact names, and the bottom segment be a list of values, associated with the contact names in the rows above. Formatβ¦
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Dashboard Widget Rich Text
It would be nice to have the ability to adjust the line spacing for Rich Text widgets. This will help with spacing and the overall visual effect of the dashboard
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Data Shuttle to allow for the source file to be a sheet within Smartsheet
Currently Data Shuttle does not allow for the source file to be a sheet within Smartsheet. The request is to have the ability to select a sheet and not just use the attachment function as it currently is built.