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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Global update for [Latest Comment] column
I just tested [Latest Comment] column in the blueprint does work when we provision project, however, when we do the global update (even using the template, it does not work and we have to do it manually to set up correctly. Per Smartsheet Tech, currently there isn't a way to change column property to Latest Column in the…
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Report of all connected integrations affecting the sheet
Had a situation where two different admins had DataMesh running to a target sheet. As you can't see someone else's configs, it was difficult to figure out what was going on. Some kind of report that could be pulled by an Admin from the add-on that shows a list of connected items.
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Forms: Time entry
Allowing for easier addition of time to a form. At current it has to be done as a text entry or pull down, with a separate box for AM/PM.
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User account update sync to existing content
When we update user name in user profile, it should also update all the content in existing sheets. Currently we have to manually locate and replace which creates manual hours.
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Lock a shared sheet into a standard format/setup
It would be great to eliminate the frustration of your view on a shared sheet being rearranged by cell width and wrapped text done by another user. Individual users should have the ability to save their own view of the sheet, or clear all their customizations and have it revert back to the original default view. Could work…
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Individual Resource Calendars Built in Project Schedules
As a PM I would Like to Create PTO Calendars for my Resources or Project Calendar, so that it will Not Schedule work on those Days for those Resources. Today I have Manually Look at there PTO Calendars (External App) and Adjust My Project Schedule. This is Time Consuming and inefficient. Thanks
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Resource Management Analytics - Report by User, Utilization/Allocation, and Project
We'd like the ability to create a Utilization Report that groups by Name and then shows the Project Allocation %. We have the ability to group by Team Member but we cannot "Then Group By" Project. We'd like to see the percentage allocation as a report in Resource Management by the Resource Allocation Plan from SmartSheet.…
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Add Tasks to Calendar View in a sheet
Currently, we brainstorm tasks using a Quip calendar and then manually transfer the tasks to a Smartsheet project plan for tracking. We find that for group meetings, positioning tasks on a Monthly Calendar is an easier, more understandable way to visualize a series of tasks. Within Quip, we view a month-by-month calendar.…
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Generate Documents - Global updates Control center
Need the ability to push global updates to the Generate Documents feature. We will have 900-1000 active jobs in control center that will be using Generate Documents feature. A few BIG problems If it is not set up at the front, you cannot add it to all active projects. If you have a document in 900 projects and you need to…