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Update Request Customization - descriptions and headers like a Form
The update requests are not always easy to explain with the limitations in the column header. It would be very beneficial and extremely useful to allow the user to create update requests like you would a form.
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Drag and Drop Emails
Hi, It would be incredibly useful to be able to drag and drop emails direct from Outlook into a form instead of saving the email somewhere and then adding. We use forms a lot and this adds time for each submission Thanks Gavin
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Downgraded to Viewer request to edit not prompting Seat Type Change
I understand that when a User has been downgraded once to Viewer that when they get shared a sheet and need to edit they hit 'request to edit' a prompt goes to sheet owner to give access which they can do. However unless the Seat Type is changed manually back to Member by the SysAdmin the User won't be allowed to and they…
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Allow Summary from Report Group as a metric option on dashboard
The grouping and summary feature is great and in some circumstances may replace the need to create some sheet summary fields. However, in absence of being able to use as a metric on a dashboard, unfortunately this duplication may still be required.
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Domain/User Restriction on Form without Safe-Sharing Enabled
Ability to restrict a form to the domain or certain users, and not have to enable Safe Sharing for the entire plan. Safe Sharing restricts ALL smartsheet items. SSO just requires the person to make an account. An individual form could be used for various reasons. For example: a sale service request sheet has two forms: 1)…
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Allow Automations to send PDFs of Reports
When I go to Print a Report, the print box asks me a few things including if there is a note I want to add to the header of the report. I have used this feature to add Contact and Address Information to the PDF that is created. Rather than downloading a "print" of the report and manually emailing them, I would MUCH RATHER…
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Resize floating windows
Floating modals/windows such as "filters" do not currently have the ability to be resized. This is an issue across the platform, but this is a discrete example. Navigating the restrictively small view can be challenging. Why are we forced to use the tiny vertical/horizontal scroll? If I could resize this window it would be…
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Smartsheet Bridge: Duplicate a Workflow
I think it would be extremely helpful to be able to copy/duplicate a workflow that you've created in Smartsheet Bridge in order to slightly modify it for another task without losing your original. Currently, the only way to do this would be to copy the same workflow into a different workspace. The issue with this is that…
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Document Builder - Add "Remain Fillable" options for fields
Currently if you generate a PDF using Document Generation, all mapped fields lose their "Fillable" status once the PDF is generated, even if the source cell from the Smartsheet is blank/null. It would be nice to be able to have a setting per field if it should "Remain Fillable" after generation so that it can be edited…
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Request for Quarter Selection Option on Dashboard
Dear Smartsheet Support, Please consider adding a quarter filter (Q1, Q2, Q3, Q4) on the Dashboard or Reports, allowing users to view data by quarter without having to modify report criteria manually. Best regards,