-
Approval Template
I need to perform QAR on a set of data cubes assigned to users in Smartsheet. With over 5,000 users, each having different managers listed in a separate column, a single manager might have around 15 to 20 users assigned to them. When I want these QARs reviewed by their respective managers, using the approval workflow…
-
don't find Smartsheet in Teams desktop
a client of my organization told me that she can no longer find the Smartsheet application in Teams desktop/web, but it is found in the Android/Iphone versions, the application was authorized and available in Teams but it cannot be found more . I only see Smartsheet EU. Is this a problem on our side or a change that I am…
-
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…
-
New Automation Action to record User in Contact List Column
It would be incredibly useful to have the ability to automatically record a user in a Contact List column when a specific trigger occurs—just like how we can currently automate date recording. This feature would greatly enhance approval workflows by minimizing manual input, making the process more efficient and reducing…
-
Auto-Revoke/Cancel Update Request
I have an [Assigned to] contacts column with multiple contacts per cell allowed. Based on certain criteria I have a workflow setup to send an "Update Request" to all of the contacts in [Assigned to]. However, I only require 1 (one) of the contacts to provide the requested update (as they chose based on their availability).…
-
Workflows - Ordering/Sequencing
We need the ability to apply a sequence/order to Workflows. We have situations where two separate workflows have their condition met at the same time, and both of their outputs are targeting the same field (updating a status field, for example). We have no way of controlling which of these workflows take precedence (or…
-
Extracting text from a multi-select drop down column
I have an intake sheet where one of the fields is a multi-select drop down list. The values in the list are NUMBERS; TEST NAME. I want to be able to parse out just the number into a separate column in the intake sheet as someone submits it, so there'll be a populated column of Test Code Intake that has the NUMBERS; TEST…
-
Move Form to Different Folder
When creating a duplicate of a sheet/form, it would be beneficial to move it to another folder. Say you have a 2024 sheet/form and want to update it for 2025- you would duplicate the 2024 version, update it, and save it in the 2025 folder. Currently that is not an option.
-
Allow linked cells to trigger workflows
Just as the title says. It's really frustrating when you want linked cells to trigger a workflow but you can't.
-
Vendor management workflow
Hello, I am brand new to Smartsheets and it was honestly purchased for other reasons but I think I can use this to track about 300 vendor due diligence life cycle requests. We have a vendor solution but I need something to track and send requests out side of that system as no one but me really uses it. Does anyone use it…
