-
To be able to modify/update certain column setting using Approval Workflow
In the Approval Request workflow, we need to be able to modify some of the columns in the approval path instead of adding another action to follow. As our approver "approves" in the Approval workflow, our approver needs to add additional information in the column. If we use update request, this creates 2nd…
-
Create Automation Rules with API
It would be convenient if we were able to actually create automation rules via the api rather than just modify. It would also be nice if the API automation functionality was improved, it's pretty limited.
-
Filter Columns as part of Filtering Options (not manually hide/unhide)
I would like to be able to use the "filters" feature at the top of the sheet, to filter columns, ie: "automatically hide/unhide columns", just like is available for the row filters. We use this tool as a customer facing tool and I don't want to have to manually hide/unhide the "helper" and administrative columns. By being…
-
Better filtering options on columns with Date format
Would like to be able to filter a date column without having to set two conditions for less than and greater than. For example, just show me all rows from "January" instead of setting a greater than 12/31 and less than 2/1. Most of my sheets are limited to the current year, so year is not usually a factor for me.
-
Automation to Email Generated PDF to Specific User or Contact of a row
Add automation to allow you to email the PDF that is generated through the document generator to a specific user or the contact of a row.
-
Recommended changes for Resource Manager
I'm trying to plan out a new project today. My goal is to look at the Schedule view and find a Business Consultant, a Project Manager and a Technical Consultant who can work on a project that is 5 months long. The team I allocate need to work on that project till it's delivered so I need a high level view of who is busy.…
-
Feature Request: API - Ability to Enable+Disable Automations
FEATURE: Add the ability to enable and disable all sheet automations via the Smartsheet API. THE REASON THIS SHOULD BE IMPLEMENTED: When a workspace or sheet is duplicated the automations all remain active. So if "Save as New" is used as a backup method, time-based automations will also duplicate. As a result, if there are…
-
Add Attachment (instructions) to Header Column
I would just love to add an attachment (SOP) to my Sheet Header Column. This would be helpful for succession planning. For the time being I am adding instructions on a separate sheet in the workspace (clunky and not intuitive). Here would be best:
-
Sheet Description or Sheet Help feature
I love the Column Description feature. We use it to provide guidance to sheet users on how each column is meant to be used. It is invaluable to us! It would be REALLY helpful to have the same feature for the Sheet itself. Before you even ask yourself what the column is used for, it would be helpful to understand the…
-
Dynamic View: export data in excel format
I would love an option to be able to export data in excel format from dynamic view