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Automatically Sync Reports When a Source Sheet is Renamed
Feature Request: Automatically Sync Reports When a Source Sheet is Renamed in Smartsheet When a report is grouped or sorted by Sheet Name, renaming a source sheet doesn't immediately update the report. The new name only appears after a change is made and saved in the sheet. Until then, the report continues to display…
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Add attachments to PDF from Document Generator
We have operations teams performing tasks where they also take pictures via the mobile app. Our sheet then automatically creates a PDF to share with the client. However, we have to download the pictures separately and attach them. This slows up the process significantly. Either be able to attach the pictures directly or…
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Row automation - add to top of sheet
Add an option when using automation to move/copy a row to add the row to the top of the sheet.
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Deactivate all automation on a sheet
It would be great to be able to "select all" when deactivating workflows in a sheet. I create templates and archive sheets and if I forget to uncheck the box then I have to go and manually deactivate each workflow.
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Schedule a Form to Send
It would be nice to set a form to send on a schedule at the form level instead of an automation on a sheet- then we could trigger the form to resend if it wasn't submitted within a certain time frame (say 3 days).
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Bolding Text in Automation
I would love to be able to create bolded text in automated messages. Currently there doesn't seem to be the ability to do so.
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Merged: More specific automation details in activity log
This discussion has been merged.
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Provide a way to limit access to trials and evaluations to administrators only
Allowing any random employee to initiate a trial or evaluation of a product is really dumb, and there's no way to prevent it. This is both a policy violation and a liability for the company. Please fix this huge limitation, even though it will interfere with the upselling gravy train. Things like this are among the reasons…
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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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When a person leaves transfer all their stuff to the owner of the workspace
When a person leaves their Smartsheet documents that live in a workspace should automatically transfer to the owner of the workspace where the sheet lives. Instead of transferring it all to one designated person upon request. It would make more sense to transfer to the owner of the workspace if their docs are in one.…