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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.
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Use a Report as a Target for DataMesh.
It would be helpful to use a report as a target sheet for DataMesh so you could easily update data across multiple sheets.
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Gantt Bar with milestone
Would be extremely helpful for high level reporting to be able to have a parent row which is showing the overall Gantt bar be able to display a child row as a milestone marker along that bar. Our project portfolio would benefit from being able to show the go-live milestone that is occurring during the project execution…
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Using Documents in the Form as part of the Form Build
In creating forms, have the ability to embed documents in a form. For example, a user needs to submit an IT ticket and provide the computer name to complete the request. Some users do not know how to locate the computer name. Attaching the instructions (Word Document) will provide the user the steps to locate the name and…
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Data Transfer Between Forms or From Grids
There are two things I miss about data in form management: 1 - A form could open another, already taking data. For example: I would like to be able to fill out a purchase order and, in the middle of the process, be able to insert a product into the database or a supplier, which was already linked to the original form.…
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Using the Attachments, Comments, Proofs and Row Indicators Columns in Formulas.
Hi It would be really awesome if we could use the "Attachments, Comments, Proofs and Row Indicators Columns" in Formulas. Just as a reference point. "Like Helper Columns" Example, if there is a update request pending, I could then reference that column to do XYZ if there is or is no attachment. same with the rest of those…
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Dashboard - dropdowns to hide data
tldr: something where I can hide or display data in a dashboard without just putting in a link to the data. I am creating a dashboard that is very data heavy - think lots of charts, graphs, reports, calendars. I have a draft where instead of showing the reports/calendars I'm adding a link to them instead but what I really…
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Milestones displayed as diamonds in Calendar App
Currently, all tasks including milestones are displayed as a bar in Calendar App. Checkmark at the bottom of bar for milestones is not immediately visible. It will be useful to customize the symbol, specifically have the ability to switch milestones to diamonds, in Calendar App.
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Import a formula via workflow
I was playing around with the workflow and almost got a formula imported However after the formula got added it leaves a ' mark before the formula , that must be manually be removed for it to actually take effect Kind Regards Brandon Austin
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Ability to Copy to Another Sheet for the Parent Row of a Project Sheet
Requesting the ability to copy a parent row in a project sheet to another sheet, without copying all children rows.
