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Automation option: Copy value from another cell in the same row
Provide an Automation option under Change Cell Value to "Copy value from another cell in the same row". This is necessary when managing data with data shuffle and cross references. It is the only way to automatically capture data snapshots when certain conditions are met, or one-time replace data when certain conditions…
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AI to write sheet technical documents
AI should have the capability to generate technical documentation by analyzing column formulas and automations to produce a flowchart as well as a document explaining what the formulas do. This could save several hours of manual work. While platforms like Copilot can assist by analyzing formulas, the process remains…
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Dynamic View Logic Setup UI
When setting up a new logic rule in Dynamic View, if you are selecting multiple columns to hide, you can only select one at a time at which point it moves the column to the top of the list of columns. Then you have to scroll back down, try to remember where you left off, then go through this process for every column that…
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Capability to quickly grab Folder/Sheet Property Info from Workspace Panel
I often have to grab Folder URL when I'm working on projects. (It helps to not grab each reports/sheets URLs when I have lots to reference to several reports/sheets. Since we have so many, I usually try to locate the sheet/report to find out where they exists, then I have to back track where they are in "Browse" mode. If I…
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Open Sheets in New Tab/Window from Reports
In a report, we have a column that links to all the project sheets that have been pulled in. When you click a link, however, it opens it in the same window, so you lose your place in the report. It would be great to have an option to click it and open in a new window or a new tab instead.
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Live data connection between smartsheet and Tableau
Establishing a live data connection between Tableau and Smartsheet opens up exciting possibilities for enhanced functionality. By integrating web form capabilities directly within Tableau, we can present real-time data to users, enabling them to receive immediate feedback on the information they input. Given Tableau's…
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Personal Automation Templates
Having to create complex automation from scratch in multiple sheets is very time-consuming and leaves significant room for error. Having a "create a template" option that can be used over and over again would be incredibly helpful. Logged in user defaults can be used for who is to be notified in the template; however,…
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IDEA: Populate Available Field Names After Typing Double Curly Brackets {{
When I create custom messages in Automations, such as approval emails, I'd LOVE to have the system give me a list of possible field names to use after I type in the double curly brackets '{{' This would work exactly like Dropdown lists do, with their pre-populated lists.. I'm certain there are other locations where this…
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Dynamic View: Allow ALL Formatting Options
I've found multiple requests in this forum for Dynamic View formatting options. but none of them request what I am asking for below. This request covers almost all the other Dynamic View formatting feature requests I've found in this forum. The Request: In Dynamic View Settings, add a "Match Data Source Cell…
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view as other user in dynamic view
I'm renewing the settings for our portfolio of dynamic views and doing some clean up. As I complete these tasks, I'd like to be able to "view as Amber" or "view as Anthony" so I can ensure my end users are having the experience I believe I've designed. Right now I'm temporarily assigning myself or having a colleague take…