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Linking data by Primary Column
We track data for customer accounts in a couple of different categories. This inevitably means that some customers (not all) appear in both data sets. We spend some time ensuring that the data entered is consistent across both, but this is a manual check. It'd be good to be able to 'link' data between sheets conditional on…
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Easy access to sheet, reports or dashboard links
Hi. As Smartsheet is increasingly being utilised in our organisation l find myself embedding links to sheets, report and dashboards into documents such as email, policies, frameworks, briefing notes and strategic item papers etc. To do so l have to click on file>properties - copy and paste the link into the relevant…
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Filtering Resource Manager to exclude 0 incurred hours
We only want to view RM hour records with incurred hours >0, however, are unable to filter 0 hours out. This causes confusion in exception reports that show records with 0 hours that might meet all other criteria but are irrelevant as there aren't hours tied to it. It also increases the Advanced Report sizes when getting…
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Improved User Auto-Provisioning
It would be great to be able to specify some additional options for user auto-provisioning: Have the ability to add auto-provisioned users to Groups automatically - Being able to add new users to an "All Employees" group automatically would mean they could have access to some resources by default. In my case, users…
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Rich text format on Form input
I would like to have an option to format/edit text (such as bullets, bold, italics, hyperlinks) when typing into a smartsheet form? All inputs collected on this form goes directly on Dashboard, and we have so many format inside.
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Open new website without login
There should be a way to be able to open multiple web pages of Smartsheet without having to log in to the site again. If I ctrl+click a sheet, it should just load a sheet in a new tab.
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Recommended changes for Resource Manager
I'm trying to plan out a new project today. My goal is to look at the Schedule view and find a Business Consultant, a Project Manager and a Technical Consultant who can work on a project that is 5 months long. The team I allocate need to work on that project till it's delivered so I need a high level view of who is busy.…
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Separate Text/Number Column Type
As the owner of a data sheet, my data cleansing would be significantly reduced if the column property could be set as a text only or a number only. When I have a column in which I would like a number to be added, some people put "TBD" which messes up my connected dashboarding calculations. Can we please have the option to…
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Improve Form Structure
Would love to see more enhanced options on your forms, especially around the layout. The fact that new fields can only be added vertically is really disappointing and makes my form look unprofessional. Would love to be able to add columns of field entries. Also, please allow for logo placement and form color change for…
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First Name, Last Name fields for Contacts
I would love to see the Smartsheet Contact function allow for first name and last name boxes, so you can choose to display contacts by either first or last on each sheet.