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keep the generated PDF document fillable.
I started off with a pdf that is fillable when I mapped out responses from the smartsheet form onto the fillable pdf, the fields are no longer fillable once the PDF gets generated. It would be nice to be able to edit the generated PDF without having the need of a PDF editor tool. See attached examples of a pre-generated…
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new GRANDPARENT() function
I would greatly appreciate a Grandparent function, especially since PARENT(PARENT()) throws an error. I know we have ANCESTORS(), but that gives you the number of ancestors and I need the specific ancestor value. Ideally, the GRANDPARENT() function would be GRANDPARENT( [reference], [# of generations back] ), that way it…
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Mobile View
Hi Our site staff complete our Fire door survey and remedial sheets including photos using the Mobile view which works excellent and gives us back in the office instant information and records. The only down side is only being able to select 9 fields in the settings. Can this be increased. Kind Regards John
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Cross-Sheet References Optimizations
When adding a cross-sheet reference and selecting a column, the range should auto-name itself as opposed to being "GENERIC SHEET NAME 1" - I don't love having to click into the naming field to update (especially when I'm adding ~60+ cross-sheet references). It's monotonous. When I click "enter/return" after selecting and…
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Allow PDFs to remain editable
Please allow users to decide for themselves to lock or leave the PDFs we generate editable. The current default to lock all PDFs is creating significant challenges for our workflows. Specifically, we now have to download those forms that require changes, open and edit in Acrobat, or more likely a cheaper, third-party…
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Notification trigger based on email, NOT display name spelling
This could probably have a better title. Here is the issue. We have an API that updates rows to sync with our accounting system. One of the fields is a contact field. It pulls an email from the accounting database. So if Bob Builder the contact, it will put in bbuilder@email.com. Even if Bob is in our enterprise contact…
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Sorting of Contact field
in sorting a report by contact field (VP), I noticed unexpected results. Instead of sorting by the contact name (example Maura, Lisa), smartsheet is using the associated email address for sort order (example Lisa_Hart@companyname.com) Request enhancement to allow users to sort Contact field by the name instead of email…
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using Smartsheet sheet/dynamic view to pre-populate Smartsheet form
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.
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Merged: Allow automations to send a generated document without sending the sheet link.
This discussion has been merged.
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Enable End Date editing in edit panel of Timeline View
Add the ability to alter the End Date of a task in the edit panel within the new Timeline View. Currently, we see the message, "Formula fields can't be edited in this panel" for our end date. However, in our course, the End Date isn't a formula field. Below is a screen cap from the timeline panel. (we call our end dates,…
