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Automation: Ability to add a condition to workflow branching off from an unmet condition
Today in automation workflows you can only and conditions to flows that pass previous conditions. It would be helpful to be able to add conditions to the flows that stem from failing previous conditions. Scenario: I want automation to change the status of a task based on it's Target (completion) Date and it's Actual…
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Add same file to multiple rows at the same time
I have a list of 131 employees and as the Training Lead, I have to add proof of training to each employee for each training in their separate reports. Currently, I have to do this one-by-one, which obviously takes up a lot of time, especially when I have 30 trainings to do (30x131=3,930 times). It would be very helpful if…
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Report that looks like a Form
I would love to see a report that looks like the form that was built.
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Confirm deletions and make undelete possible for Cards
The Delete card option is right next to the Open item details option. If I click Delete card accidentally, it deletes immediately without confirmation, and there is no easy to way to get it back—there is no trashcan/recycle bin. All I can do is hope I remember the name of the card I just accidentally deleted and request my…
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Auto-Revoke/Cancel Update Request
I have an [Assigned to] contacts column with multiple contacts per cell allowed. Based on certain criteria I have a workflow setup to send an "Update Request" to all of the contacts in [Assigned to]. However, I only require 1 (one) of the contacts to provide the requested update (as they chose based on their availability).…
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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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Ability to add Comments or Notes through the Approval Request automation
Currently the Approver can only review the Approval Request and only either can "Approve" or "Decline". Is it possible to add the functionality to add Comments / Notes with the approval or decline action directly through the approval request (without needing to open the sheet and edit certain column) to add comments or…
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API Control for Setting PDF Export for Orientation & Page Scaling/Fit-to-Page
Can a solution for this issue be built? We are currently using the Smartsheet API to export and send a sheet as a PDF via email as part of an automated workflow. While generating the PDF, we are able to specify the paper size (for example, A4 or A3). However, we are facing limitations with the following formatting…
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Dashboard Links/reports continuity when a user is removed from account
At least two times it has happened where a user contributed to the build of a Dashboard for a report or link. The user is removed from the account due to change in role. All assets are transferred to another user, however dashboard links or reports do not and fail to display. On the second go around this required a…
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Total Float Function: work with multiple predecessors
Enable Total Float to work with multiple predecessors. Currently, Total Float will only calculate correctly when there is a single predecessor for an activity.