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Saving Form to Row
Good afternoon SM team, Are you doing well?! What would be a great addition to the SM platform is, if you complete a form, for that form to be attached to a specific row. It would assist in audits whereby you have to give prove of the form that have been completed. This would be super cool. Best regards,
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Control Auto Save Settings on New Views
Board view immediately commits any changes. This may not be ideal, especially when an automation is triggered by a change. I may be thinking about a response still and not quite ready to commit the changes, but in board view I don't have a choice. The settings for board view and timeline view should follow the personal…
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Automation Workflow to add files from google drive folder and upload each file into separate rows
Automation Workflow to add files from google drive folder and upload each file into separate rows within the worksheet.
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Create filters for aggregated tasks or milestones
It would be very useful to create filters for aggregated tasks or milestones for e.g. conditional formatting or filtering in dashboards. (Apart from manually creating a new column and setting a flag on each task that is aggregated/milestone)
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Add ScribeHow iframe embed codes to dashboard web widget domains
Our organization has started using ScribeHow, and it is awesome! We are saving tons of time on creating instructional documents. We would love to be able to embed those "scribes" in Smartsheet dashboards, but the domain isn't included in those that can be embedded in a web content widget. scribehow.com
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Merged: Adding Scribe Compatibility
This discussion has been merged.
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Ability to add Word Documents the same way Excel and Google Sheets are added.
We are using Smartsheet to manage a Recovery Home. We need to be able to add multiple Word documents to folders such as Policy and Procedure Guides, release forms etc. It would be wonderful if there were a streamlined process to do so.
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Allow adding rows to reports which then feed back to underlying sheet
We use status reports which pull items/rows from multiple client tracking smartsheets. It would be ideal to be able to add items to the report which then would feed to the underlying smartsheet using the primary id field. The primary id field has a prefix that indicates which client sheet the item belongs and should be…
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Understanding Predecessor Status
Determining if predecessor tasks are complete for the purpose of notifying the successor task owner that the task can be started. All of the solutions I found require multiple helper columns, extensive formulas, and frequently don't work if there are multiple predecessor or anything besides FS. This will reduce back and…
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Adding Customer Logos to Reports in addition to my Company Logo
I would like to be able to add an image or Logo of a customer to an exported sheet/report that will be presented to them in pdf format. Currently the option is not available. I can include my Company Logo but I cannot add the customer's company logo or an image. The only option is to add this on a line within the sheet or…