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Integrating with Teams
Until an update, access to Smartsheet in Teams was controlled by adding a tab linked to Smartsheet. Now, the only way I can create "View" access is by linking to a Web URL. When a sheet is published, I'd like to be able to control access in Smartsheet only Thank you.
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Customize the one click down for Card View or Gantt View in Reports
When you double click into a card/ gantt line, would love the ability to only show a sub selection of whatever columns were picked in the report vs someone having access to all that's available from the original sheet. Currently when we create reports, we love the clean view of only a few data points in a card view or…
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Hyperlink in alert messages
I would like the ability to add hyperlinks in an automated workflow message instead of copying/pasting links.
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Data Shuttle Folders
Currently all Data Shuttles appear in one list, you can view Offloads and Uploads separately. Finding a Data Shuttle you want to Run, view and update can be very time consuming if you have a lot of Data Shuttle workflows. Being able to put them into separate folders would be beneficial, this would also be of benefit in…
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Data Shuttle: use file name in OneDrive
OneDrive uploads on a schedule do not work unless a file is updated in OneDrive as it looks for the ID and not the file name. Give the option to use a file name and not the ID. Google Drive does not have this issue.
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Deleting columns in conditional formatting
Currently, deleting a column used in a conditional formatting condition requires you to go into the rule and manually remove the column. Would love to have SmartSheet prompt you to confirm you mean to delete, then remove those columns from the rule without having to manually update it.
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Fix security risk-Provide separate profiles for a user when shared to different organizations
Smartsheet poses a critical security risk when sharing across organizations. As the user profile is the anchor for their sheets, and not the organization. Users that have access to more than one organization can easily share data across organizations and by-pass company security and data sharing policies.
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Changes in Update Request Format is undesirable
Opening the “open request” to see all the fields is “ok” (less than desirable), but they need to allow the “open request” to be clicked and opened unlimited times until a “submit” button is clicked. What I have noticed is that in the current state you can only click the “open request” one time. We are missing information…
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Display timelines for customised fiscal year
Dear Smartsheet community If you work in a company with fiscal year not starting in January, you might find this improvement useful: change FY year only is displayed from the last month in a fiscal year. Because this might be confusing, I propose to show FY split year, e.g. FY 22/23 instead of FY 2023. Example: if the…