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Automation of attachments as PDFs
Idea: An automated workflow that allows attachments to be sent in PDF form instead of clicking on a link to download. For example, once a receipt has been attached to a row, I could create a workflow that allows for the receipt to be forwarded to my supervisor as a PDF document.
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Dashboards and Privacy Compliance
I noticed that the identities (i.e., PII -- names, email addresses) of any and all "viewers" for a given Dashboard can be seen / obtained by every other viewer on the subject dashboard. My suggestion would be to hide this data from all of the other viewers, so as to comply with data privacy concerns, if not regulations.
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Workday Financial Integration
An integration between Smartsheet and Workday Financials could significantly streamline project and organizational financial management. Such a connection would enable real-time financial updates, enhancing transparency and decision-making agility. It would also reduce manual data transfer errors, increase efficiency, and…
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Dashboard Widgets - customize view access by widget
would love to have sections that are visible by only certain teams but on a single dashboard😁
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Send upbatched workflow update requests OR allow saving of each request separately
The inability to send unbatched update requests is something our org needs. Right now I can't send a workflow on a daily basis requesting a cell update because I need to include a placeholder. Putting those tags in the email would prevent batching, but also prevents me from running the workflow on anything except "when…
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Finger gesture scrolling.
We issued Surface Pro 7+’s and Surface Pro 9’s to managers to use in the field now that Smartsheet has become the main system for work orders and assignments. For some reason, when using the browser or app on these devices, we are unable to scroll by touching the screen and swiping up and down or left or right. We can…
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Save as new folder with many sheets/reports
Hello I have created a folder with around 600 sheets, reports and dashboards: this folder is for 2023. I need to save as new this folder for 2024, in order to keep all logic and links as per the 2023 folder for the 2024 folder. Problem is that with this number of sheets/reports, smartsheet does not allow (normal limit is…
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Print row attachment pictures when printing a Smartsheet
Hi Smartsheet Team Would it be possible to print multiple row attached pictures when printing a Smartsheet PDF. Not in a comments style attachment to the printed report, but as additional row based content. Use case for this is when i do a condition report for a client for their HVAC equipment, I have to do this within a…
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Portfolio Workapps
Need the ability to delete a Portfolio Workapp Blueprint. Use case is if a SCC Blueprint is erroneously created, the SCC Blueprint can be deleted but the related Portolio Workapp Blueprint cannot.
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Automation Time Zones
Hi, It would be great if we could set the automations to our time zone rather than having to adjust to PST. Than you.
