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UPDATE: Is there a way to ignore case in a unique identifier
UPDATE: I figured out something about my query below - not all of the doi's on the source and target sheets have the same case (some lower case, some upper). I think this is my issue, which presents a new problem. Is there a way tell smartsheet to ignore case? Or a formula to change case? I'm running into issues where my…
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Conditional formatting legend
I would love to offer a legend for users to understand the conditional formatting for a given sheet. Not all users are able to see the rules and may not remember what the formats indicate. Adding a button or pop-up banner/tool tip would be a great improvement. I try to use the column description when I can, but the…
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Remove all conditional formatting options
It would be nice to have the option to select all/some conditional formatting that need to be removed. Some sheets have many and even though they can be disabled, they need to be removed for structural changes.
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Remove all Workflows options
It would be great to provide an option to remove all workflows on a given sheet instead of having to click through each workflow. Alternatively, when a workflow is deactivated, the admin will be allowed to delete columns even though there is a deactivated workflow in place. The pop up should stay but an admin or owner…
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Remove "send me a copy of my responses" in Approval Requests
The email sent to users when they check the box of "send me a copy of my responses" in Approval Requests includes a link to the internal sheet which doesn't make sense and is confusing to external users who may not have access or full context to Smartsheet. I really hope Smartsheet can consider a feature enhancement to…
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Workflow to copy a row from one sheet and paste special, links to copied cells
Looking for a method to use automation or a workflow to copy a row from one sheet and paste special, links to copied cells to a row in another sheet. Any suggestions appreciated.
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Mapping Diagram/ Export Documentation of workflows
Can the automation workflows be exported into a mapping configuration for documentation and recording purposes? Is there a tool or app that anyone uses for this? Part of our IT process is documentation, and having a way to explain in a visual mapping of all the sheets, reports, workflows, and dashboard components would be…
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Generate a workflow diagram for sheet automation
It would be good to be able to generate a workflow diagram for sheet automation. I currently use a swimlane workflow diagram in LucidChart as part of my documentation of the automation for a sheet. I am not thinking that this would be part of creating the workflow but just something for documentation. Generating a…
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Add a description field to Workflow definitions
It would be good to be able to explain what a workflow is for / does in the workflow itself. It's easy to see what simple workflows do but they can get complicated pretty quickly. It would be good to be able to edit this in a separate window from the Edit Workflow window. This would allow you to read the description while…
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Workflow: Select Destination Sheet Not Working
Hello, I am attempting to create a simple workflow to move rows from one sheet to another. I am a licensed user, Sys Admin, both sheets reside in the same Workspace, I am the Owner of the Workspace and the Sheets. The source sheet was created weeks ago and the designated sheet a few hours ago. I have refreshed my session…
