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Organizing Attachments by Folders
I am trying to use Smartsheet to manage several grant programs, from the application process to post-award reporting. The platform lends itself to do this easily, but one nuisance is having to deal with a lot of attachments without any way to organize them. It would be so much easier if we were able to organize attachments…
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Restore Row Number in Alerts
Before the recent cosmetic changes made to Smartsheet email alerts, there was a row number referenced for any row being alerted on. After the changes, this row referenced was removed, so there's no way to find the row within the sheet unless you Ctrl + F information from the alert. Having a way for the person being alerted…
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Include Row Hyperlink in Alerts
Any automated alert that references a row should have a hyperlink to the row referenced. There is currently only a hyperlink to the entire page. This should be possible as row links are available in row properties, so the metadata is there to leverage. Please make it happen Smartsheet!
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Approval Notifications or Simplification for multiple workflows
Currently, if you have an approval workflow that has Mutiple workflows, it will send notifications for each of the workflows. To prevent this, you have to add another condition prior to the notification. Basically, the first condition is not relevant once it gets past the approval notification. I would like the first…
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Implementing SmartSheet Projects into Resource Management for Generating Analytics Reports
Issue: I am manually inserting projects from Smartsheet (Gantt View ) into Resource Management Worklist to generate full analytic reports. I have been manually inserting each phases, team member names, and work items. This is extremely time consuming giving all the projects being tracked on Smartsheet. Resolution:…
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Word Download from Document Builder
Hello Smartsheet Team, A suggestion for functionality to external users of SS! In the Document Builder, 'Generate Documents' process, it would be helpful to allow for downloads other than the pdf out, such as MS Word docx. Providing my team with the ability to download a document, after it has been set up with fillable…
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Embed form in an automated email
I would like to be able to embed a form in an automated email that is sent out to people once a week, so that I can request status reports. I would like to use this, instead of an update request, so that I can have a historical record of previous status and comments. Embedding the form will improve the user experience,…
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Allow "Move Row" or "Copy Row" to run on a time basis versus only "when triggered" for automation.
Recently ran into a hiccup where a "Move Row" action did not fully complete when an automation was triggered again and resulted in rows stuck unable to move to another sheet. I reached out to support and was advised to update the timing of the workflow to a time basis to prevent the issue from reoccurring. I tried to…
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Change the source sheet on Data Mesh
I've just started with Data Mesh and my only problem is not being able to change the source sheet. There is often new informational sheets I need to update and instead of having to make a new Data Mesh and delete the old one, it would be nice to be able to change the source sheet to reflex our changes. Thanks
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Filtering option to include Reminders
Ability to filter by set reminders similar to how you can filter by attachments and comments.
