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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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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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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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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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Edit fields directly in 'View Summary' in Dynamic View vs. using Details Panel
It would be much more efficient in Dynamic view for editing fields if you could just click into the field and edit it right there instead of having to click on the field, wait for the Details Panel to open, then scroll through the list of options and enter the data into the details panel. From an administrator point of…
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Dashboard metric widget: Sourced from report metric
The goal I'm working towards is a simple reporting dashboard that summarizes a lot of data. The source data I'm working with a pretty full of extra stuff, so I use the power of reports to quickly parse the data I need, then summarize it to a top-line summed value. I'd like to be able to post JUST that summarised data as a…
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Group Favorites into Folders
Once you have identified your "Favorites" can we get an option to group / organize them into folders please? Thank you
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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.
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Data shuttle offload to Google Sheets
Hi can you please add file type google sheets to the offload file along with the existing excel and CSV. Many Thanks Shaun
