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A Better Way to Send Auto-Generated PDFs to Clients
We use alerts as approval letter templates to provide to our clients - recipients of government funding. We have experimented with the auto-generated pdf docs which are great and look really professional but need the ability to automatically send them out to our clients in a way that is non-confusing and aesthetically…
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Resource Management - Save Report options
In Resource Management / Analytics. When saving a report, it would be helpful to have the option to Save the Report to both the personal page and analytics page.
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Forms - Previewing (validating) attachments before submitting the form
When users are utilizing a form, and they append an attachment to the form, we request the ability to preview or validate the attachment before they submit the form. For example, on email after you attach a file, you're able to open the attachment to be certain that was the intended file to submit.
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Column management
It would be great to have a place to see / edit column titles and attributes. Maybe this already exists, or the idea has already been posted, but I couldn't find it. I'm also sure I'm going about it the wrong way, but what made me think of this is: this morning I was working my way across a sheet changing the name of about…
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Form Element formatting
When you have a form that handles several different zones- and you want those zones divided visually, the divider is a quick and simple method to do that. However, it's such a light line it does get lost. Having the ability to use a thicker line, or different color would be extremely helpful. Today, we use a Heading...…
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Report Card View: Doesn't exclude columns that are filtered out of the report
When using this, I expected the values in my status column drop down to be excluded from the grouping on the top sections. The current functionality gives false data impressions. For example, if I exclude On Hold projects the grouping says: On-Hold (0) which is inaccurate.
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Safe Domains Sharing List Customizations
We would like to be able to utilize the safe domains feature. However, when we enabled it we found that workflows would not send notifications to anyone outside that list. We would like to be able to have the level of customization to determine at the system admin level whether or not workflows should be enabled or…
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Show both inbound and outbound links
We have some sheets that draw in data from other sheets (Inbound links) and deliver data to other sheets (Outbound links). However, the Manage References menu (right click on a cell) only shows Outbound links. Also, you cannot stretch the Sheet Reference Manager dialog box to see all details. This is particularly…
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Annotation
Often when doing a delay analysis or some other schedule work, we need to annotate the Gantt chart to highlight certain areas, add notes etc to give the data more impact. Currently this has to be done in another program like PDF, can Smartsheet make such an option available?
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Save workspace as a standalone app
Currently, you can only share Smartsheet workspaces if they are within your allowed list of domains. So, there is no way to save an app as a module that can be installed in another instance of Smartsheet in a new context. This then requires that the app be developed again from scratch which is extremely inefficient.
