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Customize the one click down for Card View or Gantt View in Reports
When you double click into a card/ gantt line, would love the ability to only show a sub selection of whatever columns were picked in the report vs someone having access to all that's available from the original sheet. Currently when we create reports, we love the clean view of only a few data points in a card view or…
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Merged: Card View of Reports to only show columns selected for the Report
This discussion has been merged.
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Embed logo into a form
Is it possible for a logo to be embedded in a form, so that when the user receives the email, they don't have to "download" the image?
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Merged: Add a way to input comments via form submission
This discussion has been merged.
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Resource Management Views Linkable
I'd love the view I created in the schedule to be able to share by link. So if I have it filtered down to a specific team that team can open the link from smartsheet and automatically filter down to their team in the schedule view.
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Automations Between Sheets Without Formulas
I'd love to be able to change cell values in a sheet or copy/move a row of one sheet based on the value in another sheet. You can technically set up a formula to change the cell value using some kind of lookup but I'd like it to be a one time thing and then have the user edit the cell manually after. The example I have is…
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Allow Missing Attachment to be a trigger or condition for Automations
Currently, automations can be triggered by an attachment being added or changed, I would like the ability to use a missing attachment as the trigger or condition for an automation. This would allow a form to have attachments as optional while allowing for immediate follow-up. It would also allow for follow-up when update…
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Time & Fee Categories for Managed Resources
Apparently, you cannot apply a category to a task on a Managed Resource. This is because you cannot change their time sheet for them. This is lame because you can actually set their allocation in Smartsheet or RM Schedule to get them an automated time sheet for a project, but you cannot apply a category, even if you have…
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Control Center Archiving Permissions
Up until just recently (I guess it was a bug) we've been using multiple users in Control Center. And those other users were listed as 'Additional Leads'. They used to be able to run the archiving tools, but now they cannot. This request would be to allow more than just the 'Program Lead' to archive projects, and also allow…
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Bundled Time & Fee Categories in Resource Management
In Resource Management, we would like to have bundled Time & Fee Categories so that when you create a project and want to add existing categories for the fees, they are bundled for ease. That way if you have a project that has 6 fixed or pre-determined fee categories, you select that "bundle" and it pre-populates it. This…