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Desktop/Mobile App - Tracking Time in Resource Management
Hello, I am writing to submit a feature request to the product team concerning Resource Management. We propose the addition of a Desktop or Mobile Time Tracker, enabling our teams to log their time directly for various projects within the desktop or mobile application. Currently, the process of opening a web page, logging…
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Create a fiscal year formula
I include fiscal year on most of my sheets. Our fiscal year starts July 1, so I write a formula such as FY = if(Month(date)<7, Year(date), Year(date)+1). Would it be possible to create a FY formula in Smartsheet that returns the FY when provided a date and the FY start? FY(date,FYstart) as FY( mm/dd/yyyy, fymm/fydd )? Or,…
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AI tool to Document Workflows
It would be great to have an AI tool that would create a visual map showing how sheets, reports, dashboards, etc and interact in a workspace? This would help with debugging, documentation and training.
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Launch in a new window from the search bar
I think it would be really helpful for us to be able to launch a new item from the search bar so you don't have to leave the sheet you're currently in when you need to reference data from another sheet/report.
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Button for Automation Triggers
One deficiency Smartsheet has that could be solved is that out of the box application user experience. I think one way this could be solved is to have buttons that could be added to the sheet similar to excel macro buttons. Instead of a macro the button would fire an automation. I think perhaps a commands window could be…
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Please create a warning/error message for Sharing discrepancies
If a user is assigned sharing to a report (e.g. editor, cannot share) but does not have equivalent or greater sharing privileges in the base sheet (e.g. they are only a viewer) the user will have issues making changes in the report as expected… The owner/admin then has to remember to look for this underlying…
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Sheet Structured drop down list
I am looking for a solution to create a drop-down list with 125 options, which can be structured using categories to help users navigate and find the right option. Ideally, I would like to implement a filter at the top of the drop-down list, similar to the filtering options in Excel, where users can click on a category to…
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Disable Solution Panel Auto-Open
I appreciate the Solution Panel but it auto-opens and is causing workflow issues in my organization. I use dashboards as the entry point for projects and process solutions. The majority of my users are unlicensed, using dashboards to pull information, add information using forms, and access rollup reports behind a widget…
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Create row for each value in multiselected field
Have a form entry trigger multiple row creation, as needed. For example, the form will have a multiselect field which allows multiple options from a drop-down. The form should create a separate row for each of the entries, with the remainder of the row data based on the remaining form entries.
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Docusign Integration - better status column
The Docusign status column is woefully inadequate if there are multiple signers. We need to add statuses for signer 1 signed, sent signer 2 etc. Currently as its set up the only way the status column is useful is to set up an automation and let someone know when the Docusign is complete. It makes it impossible for us to…
