Would like to be able to use the generate documents workflow from the workapp instead of having to go back to the sheet. Our HR admins use this regularly and have to flip back and forth, defeating the point of the one stop shopping with the app.
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I great workaround would be to create an automation. Make a column with a check box and set-up an automation to generate a document whenever the box is checked. I have another automation set-up for one of my sheets that as soon as an attachment (the form) is added for it to email to a contact that is set-up in another one of my columns. Pictures for reference.
We are actually doing this now - i posted this before that option was available. It would still be nice to do it on demand from the app though!
Our program has upwards of 50 active projects at a single time. To assist with team resourcing, we would like to view all our projects in a single Gantt chart where each project and all its phases are condensed into one row, and project phases are horizontally stacked on the same line (swimlane), rather than children in…
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
Description: When users upload multiple photos in one action via the Smartsheet iOS mobile app, all files are assigned the same generic name and timestamp. This makes it difficult to identify individual photos and creates confusion in workflows that rely on accurate, unique file naming. Why This Matters: Industry Standard:…
