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DocuSign: Setting the File Name
The DocuSign integration currently does not all you to change how a generated file name is saved within DocuSign. Instead of using the name of the document as specific in Smartsheet, DocuSign uses the name of the pdf file in the DocuSign template. It ignores the name of the pdf created in Smartsheet. For example, in…
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Warning Message when Manually changing dates with Dependencies Enabled
When changing start/end dates with Dependencies Enabled, a warning message opens if the calendar icon is used to change the dates. The message states that the dependencies will be broken if the date is manually changed. We would like this same message to appear if someone manually types the date into the cell instead of…
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User Representative Regulation
For different approval workflows and general task assignments it would be incredibly helpful if Smartsheet had a general representative regulation for users so that I can set a colleague as my representative in my account settings for a specific period of time. This colleague should then get all notifications for my…
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remove duplicates in a report
I am in the process of creating a project tracker. At the minute, I am trying to create a report that contains 8 sheets. I am pulling them together to be able to look at columns related to a certain project Id. However, as it inserts every project Id that appears in each sheet, I have multiple entries of the same project…
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Provide ability for the Primary Column to use controlled data
We use Smartsheet to record results for training courses. The Primary Column is always the course name, however having a free text entry allows users to enter a different name for th same course. It would be so much better if the Primary Column allowed a Dropdown text option to be used instead of free text.
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Form Automation - count option to select how many rows should be added
There should be a count option within a form to select how many rows should be added. I have a form that adds rows to a sheet with an auto-generating number system. It would be very nice to be able to select the rows within the form instead of using a backdoor with an extra "helper" sheet. My form will require the same…
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"All Fields" & Footers in Email Notifications - Revert back!
While I understand wanting to update the design of our email notifications, the changes are causing major problems for me and other users. I'm adding this as a Product Idea so people can more easily upvote and bring it to the attention of Smartsheet. The new design of the emails now only shows the first 15 rows of a sheet,…
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Portfolio WorkApps and SCC: Add new tab to all Projects after adding new template to projects
I added a new template to my template set and then used the "Add New Templates" option in SCC to manually add that sheet to each of my projects. When this happens, and when I update the master WorkApp that is associated with the BluePrint, that asset should automatically be added to all projects across the portfolio…
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Appropriate "Duration" field type in Forms
We're using a Smartsheet Form to connect to a Project Tracker SmartSheet so that our operations team can submit their repair requests in the field quickly. One of the questions in the Form is the estimated duration of the item. When the sheet is reviewed, the data type is returning as a text (i.e. the cell will read '2h vs…
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Possibility to Copy multiple values from one field to another in a Form.
We have a case that in one multiple choice dropdown field there are quite many values column ABCD it would be great if it was possible by marking all (CTRL+A) copy (CTRL+C) them to field COLUMN EFGH by (CTRL+V).