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Formatting when exporting to pdf
Hi, Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email. Lauren
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New Admin Center - User Management
I like the update of the new "Admin Center" for controlling and editing users and groups, I accidentally clicked on the little graph with a down-arrow icon and got an email to download the user access data. It would be helpful to have a little tooltip for these, not only for the sake of our edification, but as part of the…
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Smartsheet to Word Document
One of the ways, we utilize Smartsheet it is track the publications that come out of research. A few times a year, we are required to report on all publications and they need to be formatted in a specific way. Is there an option to transform a row into a Word friendly version v. the information being in row format.…
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Build an automation that creates a new row once a month
Hello! I did some searching but could not quite find what I'm looking for. I'm wondering if Smartsheet (now, or in the future) will have the ability for me to create a workflow automation that will run periodically (once a month) to create a new task/row. The use case is to create a new task on a monthly basis to have a…
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Feature Enhancement Request
I would like to be able to append/adjust actively sorted values in a range. In other words to be able to handle data more like matrix formulas in excel. Currently this is done with collect, but there isn't a way to change the values being filtered individually. To that end I propose a =collecta() formula. =COLLECTA({Return…
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Smartsheet re-opening automatically after hitting submit
Is there a feature that would allow a SmartSheet form to automatically re-open with a new form after hitting submit? we are using a form for each caller and it is cumbersome to hit submit and then find/click the link to open a new form.
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Snipping and pasting into a form field
Any way to use Windows snipping tool and paste into a form without saving a file?
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2 pet peeves - Printing and Filters for columns
Not really a question. More of constructive criticism/asking for better developed features. I use Smartsheet as a scheduling tool at our company, We use master project sheets and a series of project reports and company reports. We generally use Gantt Charts so mostly these comments pertain to that view. For the most part,…
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Creating custom "enterprise managed metadata" column types for use in multiple sheets?
Hi there, Is there a way to create a new custom column type? For example, I'd like to create a column type "Department" which would be a drop-down that would be populated with a managed list of official department names. Ideally, this list of departments would be managed in one location, and then if any department names…
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Time Formats - Number formats - Rethinking the UX and function
Having an entire dialog for text and number formats would make much more sense to me.. combine the currency, percentage, thousands and decimal places into it's own dialog box. We really NEED a way to save and modify the formatting of common things. So as to have them available and globally modifiable across workspaces. Use…