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Resource Management Advanced reports grouped by month should include Month or Month/Year as a column
Resource Management Advanced reports, when grouping by month, should include Month or Month/Year as a column. I tested both grouping by week and by month (both options for group by), and they produce the exact same output advanced report data even though the report inside of the RM module shows YYYY/MM grouping. The Time &…
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Distinguish Access Acceptors from Admins
Our sheets & workspaces require many people to have Admin level capabilities, which means that when someone requests access to a sheet or workspace, that email is sent to every Admin. This causes confusion and higher risk of no access granted (because people have learned to ignore the emails) or the wrong level of access…
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Can automated emails from a sheet be forced to individual emails?
Smartsheet is currently combining my automated emails from multiple lines into a single email. Is there a way to force each line to get its own email? I have column placeholders in the subject and body of the message, but it always combines lines into a single email when the automations are triggered at the same time for…
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SQL connector to data shuttle
If smartsheet can bring in SQL connector to Data shuttle, we can use this to bring in data from SQL which would be handy when we use sheets to track data and manage the changes
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Data Shuttle Collaboration Improvement Opportunities
Being able to share Data Shuttle workflows is great, but there is much room for UI and UX improvement. For starters, Ownership is invisible/unclear. There is no indicator that one of the collaborators is the Owner, or even that there is an Owner. The Workflow Sharing settings just show all Managers as equals. Then the…
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Remove or Increase Cross Sheet Reference Limitations
Please consider removing or increasing cross-sheet reference limitations. I recently built a solution that would require me to manage 3-4 sheets each month for monthly audit results tracking from Joint Commission. I spent weeks building and testing and at the end had to add more questions (total of about 125 to the form.…
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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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Form Upgrade to Pull In Data from Another Smartsheet Source
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
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Dynamic View Logic should behave like Conditional Form Logic (aka "live")
Logic in Dynamic Views should work as it does in Forms - changes / info entered while filling out the form results in changes to the form based on established logic. Instead, DV Logic is applied only when a request is loaded or saved. This is a follow-up to an old discussion on Dynamic View logic behavior (here) PAIN…
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Improvement in Smartsheet + DocuSign integration: finding statuses and tracking by approver.
Note: Translated by the moderation team since enhancement requests are currently only supported in English. I'd like to suggest an improvement for the integration between Smartsheet and DocuSign. Right now, when Smartsheet sends a document for signing through DocuSign, the status that comes back to the spreadsheet shows up…