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Improving Template Customization: Suggestion for Better Automation Management
Hi, I’m reaching out because, as a longtime Smartsheet user, I’ve always valued the tool for its collaborative power. However, I recently encountered an issue with the default automations in templates that I believe could use some attention. While using a template that included example data (which I genuinely appreciate…
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WorkApp and Sheet Visibility for non-Owner/Admin
I would like the ability to prevent having a WorkApp or a sheet that I created from showing on other peoples folders and home screens when they are given permission to view. All of my WorkApps are to be accessed through a link on a 'master' dashboard. The main idea behind this is so I can have groups of people that will…
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Copy/paste (or otherwise easily convert) contacts from a worksheet column to create a group
There needs to be a workflow that allows a user to select a contacts column and be able to copy/paste (or otherwise transfer) the values into group management. The current settings do not allow one to easily transfer or convert contacts in a worksheet column and into a group because of how the contacts field is formatted.…
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Merged: Column Formulas in a Form
This discussion has been merged.
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Resource Management Analytics: Display Entire Report Name
Problem: The Resource Management Analytics Saved Reports list only displays the first 23 characters of the report name. While the user can hover the mouse pointer over the report name to see a call out display of the entire name, this extra step is time consuming when scrolling and stopping for every report that has a…
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Resource Management - Ability to add columns to the Projects Overview Page
I do not want to be limited to seeing Project name, Client Name, Project Type, Starts At, Ends At and Project Owner. I want to see a Column for each of the Resources (Names of those people) in my Project Portfolio view.
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Merged: Ways to find what reports are running a certain sheet as it's source data
This discussion has been merged.
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Emojis to display correctly in PDF / Excel exports
We use emojis to denote task, activity, duration, project and other statuses, using emojis rather than the standard traffic lights to allow a greater choice of colours. For example, we use these different coloured emoji dots (🔘 🔴 🟠 🟡 🟢 🔵 🟣 ⚫️ ⚪️ 🟤) in a 'status' column that requires more than 4 different statuses (as…
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Merged: Editing a Scheduled Report as Attachement
This discussion has been merged.
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Automated Emails - maintain custom subject line
Per Smartsheet documentation (and experience), If you have an automation that runs on multiple rows, all rows will be grouped into one email notification. I don't have a problem with this. However, it overrides your Custom Subject line for the notification to a generic default: Subject: The placeholders in the subject will…