Wish the forms would generate a nice PDF that is clean and auto email to whoever.....when a condition is met
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Hi @Ryan Kaessner
Can you clarify how this might be different from using Document Builder to automatically create a PDF from your new row contents? https://help.smartsheet.com/articles/2481651-generate-documents-from-sheet-data
We use dynamic forms to create customer facing status reports. Once the form/report is complete the trainer has to email to themself and then email to the customer.
If the customer requests another copy of the form (which happens often with staff turnover months later) we cannot reproduce the original as the print option prints ALL fields (even those that were not applicable) and the report makes no sense.
The ability to retain the original form would be a huge help with this.
As one of the system admins, it is absurd to me that I cannot view or have access to all of the items created in my organization. We have over 11,000 reports, sheets, and dashboards and I can't see them. I have no visibility to if people are using our plan for their own personal use, or what kind of work is going on unless…
I noticed this the other day and tested Ctrl + M – it does not work. I submit ticket to Smartsheet support – they told me that’s expected behavior because it’s not currently available even though it still shows as keyboard shortcut in the menu🙄 and told me to submit new product idea. Please add this keyboard shortcut to…
Summary of Issue All team members work a standard 7.5‑hour day, but only a portion of that day is allocated for project work (e.g., 25%, 50%, etc.). In Resource Management, however, the system currently interprets allocations as a percentage of the full 7.5 hours, instead of the project‑eligible portion of a person’s day.…