-
Enable Email Automations to Include Links to the Specific Row
When email automations are received, the user has a link just to that sheet and then has to navigate to find the right row, comment, attachment, etc. Is there a way to set up the email automation so that a link to the row is provided? It would save time if the user can click and be directly sent to that exact row to…
-
Lock A Specific View (so users can't switch to another view)
We'd like the ability to restrict a view in a report or in a sheet so that a user can ONLY view a sheet or report in a specific view (like Card View, Grid View, etc.) Example: Our team discovered Card View is the safest way to allow multiple users to have Edit access to a sheet or report while lowering the chances of them…
-
Folder (Highlight) Colors within Workspace
I have access to multiple folders within my workspace, like everyone does. I would like the ability to highlight folders. And my highlighting would be exclusive to my account. Others that have access to the same folders would not see my highlighting. The main folder names (mostly created by others), are so similar. I often…
-
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 be…
-
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…
-
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…
-
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 50…
-
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.
-
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 the…
-
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 lead…