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Capability to associate user's manager & to create easier reports
Associate a user's manager with each user at their account level and enable similar functionality to "Current User" whereby a manager can filter by contact columns where they are associated with the contacts. Manager needs to be able to quickly filter content in sheets and reports to resources (contacts) who report to the…
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Bridge Workflow Complete Notification Option
It would be nice to have the option to include an automated alert that would trigger when a workflow has completed. This would be particularly useful to be able to include on a parent workflow after all children have finished running. For example, I will often set up a parent workflow to get all active projects then run a…
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Connection with Office 365 while online
Currently there are issues with opening files such as MS Excel in Smartsheet with out it having to be downloaded. I suggest researching a way to open files in the customers current office 365 platform while on line so the file can be viewed and edited without downloading and uploading files. Largest complaint our users…
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Symbols: Damage Assessment post Hurricane
It would be helpful to have symbols that could reflect Damage Assessment on buildings or homes. From FEMA: For the purposes of efficiency, FEMA has established four categories of damage that an impacted home may fall within: destroyed, major, minor, or affected. In many cases, the size and needs of the unfolding disaster…
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Merged: more formatting feature and table in creating form
This discussion has been merged.
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Merged: Can you save a draft version of a form, to come back to later to complete
This discussion has been merged.
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Verifying CMEK implementation
Today (after quite a long period of transition - December 2022) I was informed that all of my organisation's sheets were now fully encrypted using the "Customer Managed Encryption Key" feature. I asked the simple question - how can I independently verify that from my end? This is essential for me to be able to demonstrate…
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Automation and Task Re-assignments
It would be nice for an Admin to be able to: (1) see, or run a report for, the automation workflows a specific user is attached to; and, (2) selectively edit and reassign automation assignments and tasks to a new user based on a pre-existing user (for example, when a person leaves an assignment group or company).
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Merged: Make the name in Latest Comment row optional
This discussion has been merged.
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Lock/Unlock a COLUMN when criteria are met
I have a sheet in which there are about a dozen columns. Looking for one of the columns (for each row) to be locked until certain criteria are met in a different column of that row.
