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Reply to a form via email.
After filling out a form, you have an option at the bottom of the form to email a copy of this to yourself. Once receiving the email copy, are you able to reply to that email and have the response become a comment in that line on smartsheet? I know you can reply to emails on smartsheet and have the response become a…
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Document Builder Auto-Mapping
When I import an editable pdf, if the name of a field (from the pdf) matches one the columns, could there be an automatic mapping between the two of them.
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Clickable phone numbers in reports
I need to have phone numbers clickable so we can click a phone number from our phone rather than copy/pasting it. Is there a way to do this? I thought embedding some html code would be an option, but that's not working. It isn't a link when viewed in the report, through email after being sent, or on iPhone or Android.…
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Dashboard Improvement general post: for specific features find the related idea instead
Modestly, I create beautiful dashboards and the team likes it. It helped a lot to spread Smartsheet within our company. But it is still very limited in terms of design possibilities. The visual aspect is very important for engagement and there is no way to compare it with other dashboard apps that we have on the market,…
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new project using the control center: the move / copy rows have to point to new sheets created
I am recently started working on the Control Center. In my blueprint, there is 2 Automation workflows 11 "Copy Row into Payroll Sheet" + 12 "Copy Row into Invoice Sheet". So the Condition is if the tickets are good task is checked then the row moved to the to either or both sheets its 11 sheets that do both and one only…
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Auto-Numbering Automation
Can you add a feature that auto-numbers a row based on an automation criteria (i.e.: Provides the next number in the list when an automation is approved) Love the auto-number feature, however it is not always practical to have every row numbered.
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Conditional formatting for dates that are X amount of time in the past
I have a sheet where I would like one column of dates to be conditionally formatted to show if the date is greater than 5 years in the past. For example, once a record is greater than 5 years old then it must be archived. We would like to easily see when this occurs or be able to create a workflow to move them to another…
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Creation of new projects and sync between SS and RM to be both ways, rather than just SS to RM.
For general project forecasting, I would like to create a project in Resource Manager and assign resources. I would like this to autogenerate a sheet in my Smartsheet Portfolio Folder that holds all schedules in use by Project Managers. In other words have the creation of new projects and sync between SS and RM to be both…
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Automation: Attachment to Proofs
Would be very helpful if we could version up Proofs direct from new attachments. Often times the Teams are editing directly in Word Docs or uploading PDFs, once they are ready for approvals you can only convert to a Proof once before that function no longer works. Doesn't help when you have multiple rounds of edits...
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Link cells with children
I have multiple project gantts that I would like to summarize on one sheet. So far, I can only link the top-level task to the summary sheet. Cell linking ignores the project hierarchy. If I try to link the entire project the hierarchy gets flattened and I would have to re-indent everything on the summary sheet. It would be…
