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Change Sheet Summary Field Name from Sheet Summary Report
We are working on a client project. We have 15-20 summary fields and we want to create 5-6 more. The problem is if we add exact names of 5-6 fields, it will take hours to finish it. What we want is to name those fields as 1,2,3,4,5,6 and save it quickly. After this activity, we can. create a sheet summary report and change…
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Create a fiscal year formula
I include fiscal year on most of my sheets. Our fiscal year starts July 1, so I write a formula such as FY = if(Month(date)<7, Year(date), Year(date)+1). Would it be possible to create a FY formula in Smartsheet that returns the FY when provided a date and the FY start? FY(date,FYstart) as FY( mm/dd/yyyy, fymm/fydd )? Or,…
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Radio Button Mapping and Syncing to Docusign Document Builder
Add radio button mapping and syncing to the Docusign integration.
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Admin Center User Auto-Save Default setting Control
When a new account is created, auto-save is automatically turned on. In our company, we would like to disable auto-save by default. However, there is no way to set the default setting for this in the Admin Center. Many of our users have many Tabs open and use multi-screens. We want to avoid them accidentally overwriting…
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Merged: Allow to send attachments without linking to the sheet and adding other Smartsheet details
This discussion has been merged.
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AI-step in workflows
Imagine you have a sheet with three columns. E.g. Notes, requirement and rationale. The notes field has no constrains, the requirement column is intended to contain the requirement extracted from the notes column and the rationale the motivation for the requrieement. For this kind of scenario it would be useful to use AI…
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Checklist column
In MS365 planner one can add checklist items to a task. In smartsheet it would have been nice with either a new column type for checklist or more editing possibilities (rich text formatting ) for the text fields. This way one could make checklists for allocations. That is, for a row with a task spanning several weeks, one…
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Merged: Automation/Workflow from sheet summary fields
This discussion has been merged.
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Merged: Sheet Summary Move Up/Down Functionality
This discussion has been merged.
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Checklist tool in the toolbar on the right
Smartsheet is nice for task management and project management. The challenge is when task management and project management intermingles. That is, a larger task is allocated to one person, but need to be divided into several steps or sub-items. If this is done as spearate rows in smartsheet i creates chaos in the…