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Sending as Attachment: attach as EXCEL
The ability to customize or change the default attachment from PDF to Excel. Smartsheet defaults to PDF but many time we want the Excel version and users can forget to change the toggle when sending a form. There is currently no way to change or set a different default.
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Make Logos Legible in Update Requests
A company's logo appears too small to be legible in the update requests. Please make the logos legible.
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Option to Not Allow Subsequent Changes After an Update Request Response
For update requests, provide an option to not allow changes after the first response. If an update request is sent to multiple people, such as the primary recipient and a back-up recipient, once one of them submits a response, don't allow either recipient to change the response. For example, a proposed visit date is sent…
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Merged: Sort Rows by Count (in Reports)
This discussion has been merged.
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Automatically Check "CC me" whenever sending rows
My organization regularly sends rows in requests to other team members to review. I would love the option to automatically check the "CC me" box whenever I am sending rows. This option could be togglable in settings. This will help increase efficiency in the workflows of many and ensure documentation happens every time as…
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Top Forms & Requests Resources
Hello community! Here's some top resources we want to share with folks who want to learn more about Forms & Requests. Learning Tracks for Forms, Update Requests and Approval Requests are a great place to start if you want a detailed walk through of these features. Check out Automation as well if you've never created a…
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How to capture/log user/contact info in a cell after updating a different cell?
I want to be able to identify the user when changes are made to cells on the Sheet. I know there is the Activity Log. But I want to see that data on the Sheet. I also know that there is the Modified By column, but that picks up changes to any cell in that row. I have a log that needs to have the status column changed by…
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How to set up an email reminder 7 days after creation date
Greetings, I'm trying to set up an automation to send an email 7 days after creation date but I'm having problems. I tried using the function =IF([Creation Date]@row) > TODAY(+7), 1, 0) but it isn't working as expected. When I change the date with a test date from a date column, it works fine. Any ideas what I am doing…
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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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Project-based timesheet approval + automatically add team members to a project
Issue: For a Project-based timesheet approval flow it is necessary to add the team members to a project. A Project Owner needs to add someone to the project first to be able to see their time submission. Booking someone for a project for the first time, would make this person a team member. However, RM isn't handling this…
