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Automation: Attachment to Proofs
Would be very helpful if we could version up Proofs direct from new attachments. Often times the Teams are editing directly in Word Docs or uploading PDFs, once they are ready for approvals you can only convert to a Proof once before that function no longer works. Doesn't help when you have multiple rounds of edits...
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Expand The Manage References Pop-Up Menu
When managing references in a sheet, the menu that pops up to begin editing/duplicating/deleting cross-sheet references is incredibly hard to work with. The box that pops up does not allow the user to expand the bounds of the menu - vertically, horizontally, or diagonally. Ideally, building the menu out with functionality…
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Automatically bring over profile pictures from Azure AD (Entra)
There is a way to link up Azure AD (Entra) to Smartsheet to automatically grant all users a Smartsheet account, it would be cool if their photo could also be auto loaded :)
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Date Format Options within Dynamic View Details Panel
Would like the option of utilizing different formats for entering date values within the Dynamic View details window. Currently the only option is a standard MM/dd/yy. When non-tech users enter birthdates etc. they often enter the last 2 digits for the year and the date defaults to 2000's creating issues. As an example…
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Power BI connection for Resource Management
We would like to be able to display resource hours by project and other similar information on a Power BI dashboard but have no way to get the RM data into PBI right now. Request a connection for RM similar to the one that exists for Smartsheet.
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Robust Forms
I am coming from a Microsoft "InfoPath" environment. The forms in that tool were very robust and could be customized as needed. Can Smartsheet forms be enhanced to allow the same level of configuration, layout, rules etc.? In my workplace, we work via the form, not the Smartsheet list. I need the ability to arrange and…
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Capability to add a custom column in Proofing
I reached out to Smartsheet to see if there was a way to add custom columns to Proofs. We're looking to add job info into the automatic email sent to other users asking for proof. Right now, the email shows just the row number. What does the community think of this idea for enhanced info sharing!
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Customize action for update request
Need option to customize message for update request. Currently email update shows an action to Go to Sheet as well as Open request. We need option to eliminate the Go To Sheet command.
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Enable showing Field labels in Board View
Goal: Enable the option to show or hide field labels in the Board view to make it easier to interpret data on the cards. Problems: Currently the field labels are hidden and it can be a challenge to remember what each piece of data represents. Proposal: The labels when visible, would be shown in a light color so as not to…
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We need the Owner (or Creator) back
The Owner column has disappeared from the Browse Menu. I recognize that Smartsheet is moving away from ownership, however, Admins, supervisors, etc. need to be able to see who is responsible for that sheet/asset for a variety of reasons. Using the "Admins" isn't going to work. All of our assets are in workspaces, by…