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Smartsheet needs an "Are you sure you want to cancel?" prompt or auto-save for workflows
Recommendation: Please implement a prompt after a user hits the "Cancel" button in the workflows, to ask the user if they are sure they want to cancel and lose their data. Alternatively, an auto-save feature would help users not lose their data when building workflows. I had built a work flow that included 25+ condition…
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Datamesh - Needs Folder Structure
Would like to be able to have the different datamesh configs broken up for different projects or Smartsheets
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Make Dates Connected to Resource Management Editable via Update Requests
I have recently learned via Smartsheet support that when date fields within a sheet are connected to Resource Management, that the Update Request automation will not allow users to update these date fields. We use RM for very high level resource loading across various functions within the org, with one of these items…
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Content and Chat Controls
it is very odd that only by enabling upload from computer, the bulk import of users is avail. Our company needs to ensure any documents attached to Smartsheet are saved on SharePoint only, not the device. Having those two functionalities combined by the current setup is very unhelpful. Can you pls look into changing this?
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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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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…