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Modified SUCCESSORS() function to report more than just direct successors
WHY IS THIS USEFUL? This updated function would allow us to filter the spreadsheet for only the driving path to a particular row#. This would be similar to a filter for critical path, but enable much more flexibility. Current status: I've successfully generated a "Successors" column, listing direct successors of each row,…
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generate a document and then email that document to a contact
I have a scenario where I generate 4 different documents at the same time using different data in a row depending on the target audience of the document. Ideally a single workflow would generate Document 1 and email it to a contact, generate Document 2 and email it to another contact, generate Document 3 and email it to a…
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Log-In Dashboard Landing Page
My idea is to create a custom landing page that can take place as a home page on log in. The concept would be to allow the user to log in, see immediate metrics and KPIs that matter to the organization and let the user see how many system tasks they may have throughout the entire portfolio. This would take the place of…
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Regional Format Dates for Forms / Document Builder
Hello, When creating Documents in Smartsheet or capturing data through Forms, Smartsheet currently processes dates in the background in the US in American format. Ideally, once processed, the output is in the regional settings of the Smartsheet instance. Why? Documents generated by "automations" will result in American…
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Timeline Widget - Custom Colors
It would be extremely beneficial to have the ability to manually assign colors to individual projects within the Timeline View. Currently, project colors are automatically determined by the Dashboard Theme, which limits flexibility and makes it challenging to visually differentiate projects in a meaningful way. Allowing…
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Use AI to create WBS numbering
So much time, effort and $ has no doubt been invested in installing AI into Smartsheet yet the most fundamental issue of WBS numbering still has not been addressed. How about using your own (or someone else's) AI module to generate the process to automatically insert and update the WBS numbering for all Smartsheets? Then…
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work order billing and Inventory Module intergration
Hi, My name is Jeffrey Beal, and I am the Procurement and Warehouse Manager, overseeing direct reports including transactors, a Procurement Analyst, a Storekeeper, and a warehouse worker. My team and I currently track and manage our purchase requests in Smartsheet, alongside two other different systems, to support our…
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Dropdown lists that auto update
I would like to propose the idea of a Dropdown list that updates when custom values are added. So when the column field setting "Limit to list values only" is not checked and users can add custom values, the newly added value gets added to the list of dropdown options. This would make it easier for others to select this…
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Calendar View: adjust bar configurations - size and text wrap
It would be nice to be able to adjust the size of items you are looking at your sheets in calendar view. If you have long titles they get cut off. You should be able to adjust how big the bars are or if the text can wrap so it all shows.
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User Merge feature for System Admins
We require users to access Smartsheet via Single Sign On and experience many domain changes due to rebranding, which often results in multiple Smartsheet accounts being created. Because we don't have a centralized instance of Smartsheet, we had a workaround to merge user accounts. It involved using the alternate email…