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Have Smartsheet auto include a generated PDF in the notification email
Hello! Is there way to have Smartsheet auto include a generated PDF in the notification email it sends out once a form is filled out and submitted? I'm still relatively new to Smartsheet and I currently have the automation set up to generate a document with each form submission and send an email to a specified emailβ¦
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Find functionality always starts over
If you do a CTRL | F on a sheet / column, it takes you to the first cell it finds it in and you can progress through the results by using the previous and next functions. However, if you need to change something in the cell, it closes the Find functionality window and when you go back, you have to start over in the listβ¦
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Dynamic View: Hyperlinks
We currently build a hyperlink to a prefilled form using a formula and the row ID. But the biggest limitation on this is they do not function in Dynamic View. The end user has to copy/past to get to the form.
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AI Text and Summaries Column Formula
Hey All, I submitted this product enhancement request through a feedback request a while back but I think this idea has a lot of merit and would really benefit the community as a whole. If you are like me, I'm sure you are all using and loving the AI feature! One thing that has been cumbersome about it has been that inβ¦
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Parent and Child Rows in filtering
There should be a way to toggle option if we want to include child rows inside of a filter. Where we can currently have the parent row option, we should be able to also include child rows.
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Disregard Tasks with Future Start Dates When Calculating Project % Complete
Add a "switch" to "Project Settings" that will disregard children tasks that have 0% complete if they have a future start date. This will produce a more accurate and realistic project status β without each Smartsheet client having to build custom Project formulas.
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the processβ¦
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Reports to include Parent Rows
I figured a way to do this with a helper column but it is a tedious work around. I have to send out regular reports that require me to adjust the filter in a report every time.
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Ability to select standard or alternate sheet access and published items reports
According to the following article, two types of sheet access and published items reports exist, but only one option is available for a given plan with no ability to select which one. Given the alternate versions give more usable information for working with the Smartsheet API, system admins should have the option to runβ¦
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Column Finder
Provide a better way to find a column in sheet. For sheets with many columns, it is sometimes difficult to locate the column that you are looking for. It would be better if there were a dropdown that listed all columns in alphabetical order so that selecting it takes the focus to that column.