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Document Generation Workflow to Row Contacts
It would be incredibly helpful if I could simply create a workflow to automatically send a generated document to that row's recipient without including the link to the source sheet or requesting an approval or signature.
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Add Count Unique function
Please add a COUNTUNIQUE function (or COUNTU for short). It's a pretty self explanatory and similar to other COUNT functions. My intent is to have an automatic Project ID number that is based on the unique project title and I can have multiple entries of the same project title without the ID changing. There is a work…
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Smartsheet update for users to manipulate Symbol meanings
Hello, I was wondering if Smartsheet could make an update so users can manipulate the Symbol meanings? For example, in the image attached (left side of it), I am not allowed to update the yellow symbol's word “Hold” to be “Issue” or “TBD”. It will always and only be “Hold” as this is what Smartsheet listed the symbol to…
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Auto float based on start dates
It is still setup that the only way you can set future start dates is to manually enter float relative to preceding tasks. This creates a lot of problems where if an earlier task runs late or starts date, and you adjust the start date or finish date, it then moves the start date that may be occurring weeks or months later.…
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Smartsheet Form view
Hello All, Thank you for taking the time to review feedback. I wanted to request if it would be possible to add a setting in Smartsheet that enables the form owner to review responses on an individual view. An issue my organization is running into is how to quickly and effectively view the Smartsheet's responses.…
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Create a renewal template that supports multiple groups
I was unable to find a template to manage/track renewals for badges, calibration scheduling, training recurrency, licenses, etc. in the solution center. It would be beneficial to have a template that has the formuals customized to send notifications and display summary of upcoming tasks based on a renewal/expiration date.…
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Allow to customize columns shown in Card View
I am unable to remove the lanes/columns in the card view either from smartsheet or report. The enhacement request is to allow customizing card view lanes for a more optimum snapshot view where data in the smarsheet is consolidated across multiple groups, teams, locations.
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Merged: AdobeSign Integration
This discussion has been merged.
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Form logic process: view all options in the "then" field
in the "when...then" logic flow, ability to view all options in the "then" field (if it's a drop down or multiple choice), even it there is no intention for additional columns or fields.
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Moving a project to another blueprint in Control Center
To setup Control Center Portfolio WorkApps, you have to start with a new blueprint. Short of having to re-spin up assets, it does not appear there is a way to transfer a project from one blueprint to another in Control Center. For Example - you have Blueprint x that pulls from Intake and outputs to Master Project List. To…