Description:
In our grant process, applicants submit an application which is assigned an Auto-Number (e.g., FAC-00001
) — this becomes their official Application Number.
When a grant is awarded, recipients are sent a unique URL to a report form where the Application Number is prefilled.
We would like to link the Application Number column in our Application Sheet to the corresponding Application Number in our Report Sheet using column linking in Table View, but Smartsheet does not allow this because the Application Number is an Auto-Number field.
Why This Matters:
- Ensures accurate cross-sheet data matching, especially for tracking grant progress or verifying submitted reports.
- Reduces manual entry and the risk of human error when connecting records based on system-generated IDs.
Broader Use Cases:
This feature would benefit many teams beyond grant management:
- HR: Use auto-generated IDs to link job applications, onboarding, and training records.
- IT: Track tickets or asset tags across support, procurement, and inventory sheets.
- Finance: Reference invoice numbers or request IDs across budgets and approval workflows.
Request: Please enable column linking to and from Auto-Number fields in Table View. This improvement would support more automated and consistent workflows across Smartsheet users in various departments.