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Easily "move" from one dashboard to another - development request!
We utilize multiple dashboards in a workspace to allow us to access same data but for different client accounts; however, I've not found an easy way to 'click' to move to the next dashboard or select the previous one. I've done it using hyperlinks but it is too clunky, not visually appealing and if a new dashboard gets…
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Send to Teams Chats as well as Channels
I would love if we could connect workflow notifications to group chats on teams instead of just teams channels. For our company, we use the chats much more than the teams channels.
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Datashuttle offload to unique file name or append to file
I see in the existing workflow for offloads that the "action" is replace, can we either have an option to create a new dated file with the date of the execution appended to the name or can we have options to choose to append new data to the export file rather than replace it entirely I would have thought its a relatively…
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Large Dropdown List Search
Hello- This would be great- a way for Smartsheet to search all words and numbers in the drop down list, not just the beginning of each option. For example, I have a very long list of hospitals that start with the site number followed by the site name: 301 ABC Hospital. This isn't convenient at all if the person (most…
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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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Calendar App Copy or Save as New option
I have multiple calendars that I use for dashboards. I support a program of projects - and need to individualize calendars for each project. This means in the current state, I have to start from scratch and recreate each calendar. I need the option to save calendar as new, and change the source or add new filters to…
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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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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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Global update for [Latest Comment] column
I just tested [Latest Comment] column in the blueprint does work when we provision project, however, when we do the global update (even using the template, it does not work and we have to do it manually to set up correctly. Per Smartsheet Tech, currently there isn't a way to change column property to Latest Column in the…