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Group Management Reporting Capability
I would like to be able to run a group report showing all the group names as well as those who are included within the groups.
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Enable {{Curly Brackets}} in manual "Send Update Request"
Issue: {{Curly brackets}} don’t work in manually created update requests (right-click → "Send Update Request"), unlike in automated alerts. Instead of displaying cell values, they remain as plain text. Current workaround: Manually copying cell data into the message, since all included columns in "Send Update Request" are…
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Exporting Report's with Grouping
I have researched that currently we cannot export to pdf or excel in the grouping format that it shows in the Report. I have noticed that this has been discussed and mentioned for a few years but little information or anything to suggest it is actually being worked on. When will this be updated/timeline? As I unfortunately…
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Sort Rows with criteria
It would be great if you could use the Sort Row function with a criteria option also. For Example: If I had a range of open and closed requests that have different due dates. Sort rows by "Due Date" with due soonest showing at the top but only the rows where the closed box has not been ticked, the rows that are "closed"…
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Prevent a sent Approval Request from being used later?
I have a situation where I want to make sure some Approval Request emails cannot be used later. I have an automation triggered when a Contact List column is changed, which sends an Approval Request to the contact in that column. For some rows, a director instructed me to skip a certain person's approval as they're out on…
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Access Request - With Additional Information
Currently Access Requests come as basically "I want access to this sheet". But the problem is, and I am sure others have encountered this also, the company is so big. And we are using Smartsheet at a global level. So what started out as a sheet, report, or dashboard for our team has now gone so far beyond that. I need to…
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Primary Columns in Grouped Reports: change label locations and move column
A report must use a sheet’s primary column and the primary column must be in the first report column. Labels for report groups are displayed in the report’s primary column, so if you don’t want to view the primary column in the report, or hide the primary column, then the groups’ labels will be hidden. If you copy the rows…
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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Monthly Summary Report Without Daily Data
I have a report that I use to take daily numbers, and it will output a monthly summary. At this time reports are not optimized to be able to grab that data and just give me a monthly summary. I have no choice but to have that daily data in the report. I have over 26 different sets of numbers, so it fills up quickly and I…
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Request for Update Automation Logical Conditions
Hello, It would be incredibly useful to have the option to build a logical condition within the automation request for updates. Currently, our form is sent to our sales reps weekly for updates, but user errors often occur as they miss certain boxes. I am unable to implement the logic that if one box is checked, the other…
