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Dashboard Improvement - ability to draw
I would like to be able to draw inside the dashboard, that is, to have the creation of lines and other figures available. However, the positioning of elements on the dashboard should be more flexible, that is, I would like to be able to overlay elements, whose transparency could reveal other data or images in the…
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Document Builder - Ability to Provision
Can you please add the ability to copy a mapped document in document builder. This would be very helpful to be able to provision new projects in Control Center without having to re-map the document each time.
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attached file to mail
its would be excellent if when i generate file with automation, its will be sent via email and attached to mail conversation' not link .
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Auto-mapping email correspondence from Outlook back into Smartsheet
Looking to tie back email correspondence from traditional email to a specific row/project in a sheet; particularly when there are conversations being had "outside" smartsheet but still need to be captured. Could look like a BCC to a unique "email address" that links the correspondence back into the respective row, possibly…
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Report Names, Dashboard Titles and Widget Names with non-static strings
The name of reports, dashboards and widgets are limited to static strings, so the user will only know the name of the report and not what information is in the report. Example: The External Appeals Report title cannot be automatically updated to Q1 2022 External Appeals Report. Having automated strings based on the report,…
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Dynamic View: Allow Multiple Entries
In Dynamic View you can only make one entry at a time. If you could have a multiple entry to have it force a template download for multiple entries and only allow the template to be uploaded if the data is filled out correctly. Something similar to the User Merge feature. That would be great!
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Merged: Separate Attachment Links on Forms
This discussion has been merged.
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DocUsign and Proposal PDF's
My company would like to use DocuSign within our process' to get a multitude of different documents signed. I know that you can generate a document from the fields in your data and i know you can also upload a template. I want to use a proposal received from a vendor (so i have to use their document) and somehow submit…
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Merged: Dashboard bookmarks to navigate a long page
This discussion has been merged.
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DocuSign URL Column
From my post Utilizing the Docusign integration. Much like how there's an automated Status column for the delivery of the documents, is there a way to automatically pull in the URL of the DocuSign .pdf? Trying some Zapier automation that would benefit from that info.
