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Card View and Contact List
Hi, Would it be possible to have Card View work with a Single Contact List without having to pre-define emails that would be assigned to the Column? Currently, unless an assignment is done and set up as a default contact on the column, it will not appear in Card View. Thank you
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View all global updates created by other program leads
I would like to be able to view all global updates created for our program, regardless of which program lead created the update. We are sharing workload and so need to be able to see what each other has done and be able to check each other's run logs for errors.
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Allow Re-Labeling of Symbol Fields
Please allow re-labeling of symbol fields. In a training survey I'm building (shown below), I would rather the values not say "Empty," "One," etc... I should be able to customize them to say what I want. Maybe not on the grid but at least when building out the form, similar to the way you can customize the label of the…
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Dashboard metric widget: Sourced from report metric
The goal I'm working towards is a simple reporting dashboard that summarizes a lot of data. The source data I'm working with a pretty full of extra stuff, so I use the power of reports to quickly parse the data I need, then summarize it to a top-line summed value. I'd like to be able to post JUST that summarised data as a…
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Auto Remove Done Cards from View After Defined Period
Please update the settings on Card View so that the user can enter a period of time (say 14 days) after completion by which the completed cards will be removed from VIEW (not removed from the sheet but simply not shown anymore). Additionally it would be great if users can click on individual completed cards and select a…
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Microsoft Planner Incorporation into Smartsheet Dashboard
Hello SS Community! My team prefers the interface of Microsoft Planner for the management of day to day tasks. Any others out there who would love an integration to allow information from Planner to be fed into a SS dashboard? Right now I'm needing to export an excel and then bring it in to the dashboard as a screen…
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Document Builder: Conditional Formatting & Symbols
It would be great if document builder was able to: either apply conditional formatting within the builder or carry through conditional formatting from the source fields/sheets able to pull through field properties such as symbols as the graphical representation rather than the backend text e.g. I want to include project…
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Please add a Wildcard Function
Smartsheet is missing the ability to use a wildcard (*) in it's functions. This is a valuable tool and would be incredibly helpful, please add this functionality.
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Reference Sheet Summary data from another sheet
Currently if I could like to reference another sheet in either a cell or in a formula elsewhere, that data must come from a sheet and not a sheet summary. This means I have some data duplicated in a sheet summary for a report, and also in a sheet for use in a reference elsewhere
