Is there a way to take data value from the sheet/dynamic view and auto create a form from the data? i'm working on a 3rd party invoicing portal and i would like to auto fill the form base on the row that they have access to from dynamic view.
Hi Community, Welcome to the Product Feedback and Ideas space where you can help shape the future of Smartsheet! We really appreciate your feedback and will take all posts into consideration. Our product team will review top ideas and requests monthly and we'll share updates as soon as we get them. Remember: if you have a…
1. I have created an automation workflow with multiple condition paths. 2. Each condition path is to identify the certain key words in the respective contact a columns mentioned in it. 3. As an action replace the contact containing the key words by 'Action: assign a Contact'
Recommendation: Please implement a prompt after a user hits the "Cancel" button in the workflows, to ask the user if they are sure they want to cancel and lose their data. Alternatively, an auto-save feature would help users not lose their data when building workflows. I had built a work flow that included 25+ condition…
I have recently learned via Smartsheet support that when date fields within a sheet are connected to Resource Management, that the Update Request automation will not allow users to update these date fields. We use RM for very high level resource loading across various functions within the org, with one of these items…