When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers and…
Smartsheet TAM confirmed for me that we can't have an Automation change a cell value if the column type is a checkbox for the icons for either a Flag or Star. Can this be an enhancement request?
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
As a Smartsheet user, I want a standard numbering format to display negative numbers in parenthesis with proper thousands/millions/etc. commas and currency symbols, in order to visually display negative numbers in more of an accounting style rather than the standard negative symbol. I've had multiple colleagues ask if…
If a sheet has multiple forms that utilizes unique columns in each row, it would be nice to be able to have those forms daisy chained (i.e. when you submit one form you are taken to the next form) and have the data from all the forms populate on the same row (maybe this can be done by assigning a unique ID to the parent or…
As rows get added & cell values change, it would great if we could automatically sort them in the sheets themselves instead of having to set up reports. Adding the ability to do this in a workflow would be a fantastic addition. Right now we have to do it manually.
Topic: New Sheet Row Generation with selected data from a source Sheet with data linked. If you are used to ERP linked data tables you may have explerienced the need to get similar benefit in Smartsheet. We are in the need to generate a new row in a "destination sheet" triggered from a "source sheet" based on specific…
It would be great feature if one form could be used to fill in multiple lines/rows on a sheet. This would be super useful for my team. As of now, form entries can only create singular row entries on sheets.
This idea was created from comments split from: From email name for Smartsheet automations: select a generic value versus owner. While the current functionality of automated workflows enables the creator of the workflow to select if the email should come from a generic label (such as either Smartsheet Automations or their…
It would be very convenient to be able to format a report different than the sheet. One purpose of a report is to bring multiple sheets of data together, but often those different sheets have different formatting which can make your report look awful. If you could format your report at the report level, it would solve all…
Hi Community, Welcome to the Product Feedback and Ideas space where you can help shape the future of Smartsheet! We really appreciate your feedback and will take all posts into consideration. Our product team will review top ideas and requests monthly and we'll share updates as soon as we get them. Remember: if you have a…
Smartsheet should implement the ability to copy and paste contacts directly from the "To" or "Required" fields within Outlook. If the system already has the contact listed it can match them to that existing entry. However, if the contact is new it should automatically use the information copied to create an entry. When…
The ability to customize the automated workflow notifications and incorporate branding into messages would be a great enhancement. The following enhancements would allow our organization to maintain branding within messaging and allow automated notifications to be easier to read and be actionable with customizable…
Note that my item will not be resolved with creating a report with my project plans since I want to use the new Timeline view and the Timeline view is not available in reports and I also don't think that will solve my issue anyway. I am not the only one who would like to be able to link not only a start date but an end…