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!
Although we are extremely proficient when it comes to reducing load on our smartsheets (we use pivot, data mesh and data shuttle extensively), we still find ourselves hitting capacity limits (mostly because of the number of columns in conjunction with some pretty complex formulas). Breaking up data between sheets and…
Be able to print and/or export Workflow Automations in PDF and/or export to Visio. this would be used for document control and troubleshooting aid
It would be beneficial to be able to leverage Smartsheet Automations to make REST API calls. This has many potential use cases, but one I could see is adding users to Smartsheet groups when the are added to a 'roster sheet' in Smartsheet. It would allow us to use the full power of Smartsheet's API within easy to use…
