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Allow Automation to add Comments in Conversations
Hello, I am only seeing a way to add comment to "Latest Comment" column, which Conversations feed to it when adding a new comment. However, I just created a new automation to auto close a line item when marked as complete to add a Comment explaining why the row was closed out. But I am only able to add it to "Latest…
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Copy an automation from one sheet to another
I make different types of sheets that require the same automations, so instead of copying the sheet, it would be a big time saver to copy automations instead recreating them.
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Automations: include attachments
When selecting attachments for an Automation Workflow, we should have the option to include all the attachments in the notification email instead of sending only the last attachment if it was attached after the last save of the sheet.
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Export Group User List
It would be great to be able to export a Group User List in the admin portal to a .csv This would be to share with others without giving them access and also easier review a large list using filters or other excel tools
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Dynamic View Logic should behave like Conditional Form Logic (aka "live")
Logic in Dynamic Views should work as it does in Forms - changes / info entered while filling out the form results in changes to the form based on established logic. Instead, DV Logic is applied only when a request is loaded or saved. This is a follow-up to an old discussion on Dynamic View logic behavior (here) PAIN…
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Browse vs Workspace view
When I open Browse - I would like to be able to see EVERYTHING in all Workspaces. Having two different views is ineffective and not industry standard. If I click on a Workspace - the Workspace option does not appear in the left panel until I click on a file/object with in the workspace. Why? Also, being able to see Dynamic…
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Create a Report Widget with an option to Export not the Web Content Widget
This is a REPORT WIDGET screenshot. This loads instantly when I open the dashboard even with many data entered (screenshot doesnt have any right now). It does not have an option to copy text or export the file. This is a WEB CONTENT WIDGET, using the REPORT Publish link, I was able to display it. It has the option to copy…
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Scheduled Reports as Attachment - Do not send if blank
Is it possible to stop a scheduled report attachment from sending if the report has 0 results? Our recipients can start to ignore the reports because half the time they receive it, it is blank. So if they don't look at it because they think it is blank half the time, they miss the important report when it may actually have…
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Sorting report sent as an attachement
Sharing a report weekly with users, the report send sorted by the first column regardless of the sort in the UI version of the report. Sort the report in the same way as the UI or provide a way to select sort similar to the UI
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Rich Text Formatting in email notifications (and Update Requests)
Hi, unfortunately I heard from Andree that is still not possible to format text in update requests or email notifications f.e. bold, italic, underlined as well as putting URL-links to certain words or make quotations. I regret this because I find it a very important function and hope you will agree and find a solution.…