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Dashboard Improvement general post: for specific features find the related idea instead
Modestly, I create beautiful dashboards and the team likes it. It helped a lot to spread Smartsheet within our company. But it is still very limited in terms of design possibilities. The visual aspect is very important for engagement and there is no way to compare it with other dashboard apps that we have on the market,…
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Create a new sheet from template using automation
It would be extremely useful for automation to create a new sheet using a custom template. For example, if a cell changes to a specific value, it automatically creates a sheet or sets of sheets from a custom template depending on the selection.
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Select specific person/email as the name for automated alerts
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…
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Deleting columns in conditional formatting
Currently, deleting a column used in a conditional formatting condition requires you to go into the rule and manually remove the column. Would love to have SmartSheet prompt you to confirm you mean to delete, then remove those columns from the rule without having to manually update it.
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Record of workflow alerts
Smartsheet doesn't have a way to see if the email was sent, to whom the email was sent and what was the email that has been sent. We can only see when the workflow last run and work on blind faith that it actually was successful. Only to find out weeks later people aren't receiving the alerts, and there isn't a reason why…
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Smartsheet Bridge: Duplicate a Workflow
I think it would be extremely helpful to be able to copy/duplicate a workflow that you've created in Smartsheet Bridge in order to slightly modify it for another task without losing your original. Currently, the only way to do this would be to copy the same workflow into a different workspace. The issue with this is that…
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Allow formulas to function in reports
Currently formulas do not update while in a report. If a value changes, you must refresh the report or window to see the updated formula. This creates a lot of confusion since we use reports to gather updates, which results in me being told "your smartsheet is broken" because the formula columns do not update.
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Group Multi-Select Dropdown and Multi-Select Contact Columns within Reports
It would be great if we had the option to group line items in a report by options selected in a dropdown column. Ex. If you are viewing projects within a global campaign and have "country" as a column with the fixed values for all the available countries. It would be nice to be able to run a report where you could group…
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User-selectable "Sticky" Form Response Fields
Allow users to indicate responses as "sticky" so they are prepopulated when the form refreshes. This would be helpful when users need to create groups of multiple form entries where some responses will be the same for each entry within a group, then need to change when starting the next group of entries. In my case, we…
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Multiple Owners to add users to Smartsheet Groups
Problem: Currently, only one person, the owner of a Smartsheet Group, can add people to a group. This causes a delay for users seeking permissions to workspaces, sheets, etc. The owner must remember to switch ownership to another person if they are going to be out of the office. Otherwise, users can't be added to the group…