We use Smartsheet for project management. The stakeholders would like a notification when the timeline for the project increases. The ability to set a workflow to trigger if a date field is greater than a specified date would also be helpful.
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It would be great in general if they would add comparative triggers that could compare values in two columns. That way you could do something with a helper column like "When End Date changes, If End Date is greater than Previous End Date, then alert contact in Notify column, plus update Previous End Date to End Date - If End Date is less than Previous End Date, then update Previous End Date to End Date".
Improvements to the conditions and triggers in both conditional formatting and workflows would provide a great deal of value for all. This same thing should translate to Update Requests so that you can send update requests for Column headers that equal a certain value. That would allow you do things like request an update for column W2 when week 2 is next week. Currently if you want to do something like this you have to setup individual update requests for every week of the year. Same thing with conditional formatting - you end up having to make 12 copies to highlight the "current month" or 52 copies to highlight the "current week".
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…
There is currently a Hubspot integration readily available to connect data into Smartsheet.com We have received an increased need to be able to also connect Hubspot data into smartsheet.eu Is this on the roadmap? If not this would be a great enhancements for many customers.