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Copy an automation from one sheet to another
I make different types of sheets that require the same automations, so instead of copying the sheet, it would be a big time saver to copy automations instead recreating them.
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Browse vs Workspace view
When I open Browse - I would like to be able to see EVERYTHING in all Workspaces. Having two different views is ineffective and not industry standard. If I click on a Workspace - the Workspace option does not appear in the left panel until I click on a file/object with in the workspace. Why? Also, being able to see Dynamic…
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Open Link in New Tab Option for Dashboard
Right click not supported on links in dashboards. I would like to open a new tab while keeping my dashboard open, instead of navigating back.
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Export Cell and Row History
It would be great to be able to export the activity log for a single row or a single cell. Right now, the export of the activity log does not allow for easy filtering to a single row or a single cell within a sheet, and is limited to 90 days at a time. We document our project portfolio with each project as a single row, so…
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Provide a Way to Audit IdP Groups
Currently, there is no way to see which members have logged in and been assigned to an IdP group. You can see the member count, but not which members are part of the groups. Being able to audit who has logged in vs the IdP group would also us to troubleshoot why people aren't logged in.
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Multi-Project Gantt Chart with 1 Swimlane Per Project
Our program has upwards of 50 active projects at a single time. To assist with team resourcing, we would like to view all our projects in a single Gantt chart where each project and all its phases are condensed into one row, and project phases are horizontally stacked on the same line (swimlane), rather than children in…
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Automatically Updated Reports
Reports linked better-essentially when you link a report to a folder have it update the report automatically when more items are added to the folder. If that is how it's supposed to work, the link in the folder breaks constantly for me. When you go to pull in sheets to a report that already exists, the folder and or sheets…
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Sheet View - board
Within the Board and card view - currently right now we can group the records by certain categories such as "status" which we choose. Is there a way to make "status" the primary view but in addition break it further as the secondary option by "application" thus for example under "in planning" we can see a separate column…
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Sheet View - Timeline
Within the timeline view - when selecting "weeks" to show the data is there any possibility to create an extra filter which allows the user to narrow the results to 4 weeks of data only? (or a set number of weeks depending on the user needs). Currently i see more than i need and can be difficult to illustrate to wider…
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Sheet Summary Data on Dashboard
Please allow setting a default font and size for sheet summary data in dashboard Metrics, or provide the ability to multi-select line items to apply formatting changes at once for visual consistency.
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Update Requests: Conditional Logic
If feasible, please consider adding the ability to define conditional logic rules when configuring update requests. Rather than displaying all designated fields to the recipient, the update form could dynamically adjust to show only the relevant fields based on the recipient’s responses, thereby improving both the user…
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Dynamic Review Attachments
It would be helpful to have the ability to remove attachments directly in Dynamic View, without needing to return to the master sheet.
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Approval Workflows for Reports
I have hundreds of sheets that manage deliverables. To exclude metadata and manage monthly invoicing, I've created a report to manage invoice requests and show critical info. I am currently emailing a row as my request to invoice, but this gets tedious and hard to know if I have sent a request via email or not. I'd like to…
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extra information in the access.csv file
it would be handy if the access.csv file included the Id of the resource and the Id of it's workspace as well as the ShareScope (ITEM/WORKSPACE).
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Customize Email body fonts to bold Using Unicode
Sharing my idea and on what i did since Smartsheet automation has no customizations or formatting i tried and search other work around . Fonts are bold and also inserted symbols using Unicode you may refer on the screenshot below hope it will help on the users that want to have a customization on their automation email .…
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Form Upgrade to Pull In Data from Another Smartsheet Source
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
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Formatting, dividers, or symbols in Card View body
Hello Smartsheet Team, I'm reaching out to share an idea and ask for future updates, if possible. Our team uses Card View for sample requests. Each card contains many necessary parts, and up to 10 people always work on the same sections (cutters, sewers, coordinator, quality, etc.). The card length is correct and expected.…
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User permissions under new charging structure
Whilst still unhappy with the excessive charges compared to the previous structure, i have a greater issue with the user permissions. Our usage of the tool is quite high, but via centrally created forms, reports etc. All resources are built by my central team, workflows, automations and central processes etc. I do not want…
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Edit Microsoft Office suite documents directly in smartsheet
Request: enable editing and updating of MS Office suite documents directly within a smartsheet row. Currently, to edit and update MS Office suite documents (Word, Excel), we must save a copy to our local system, make the edits, and then upload a new version to the Smartsheet row. Our goal is to have all activities tied to…
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API Support to Create and Update Sheet Filters
Hi Smartsheet Community and Product Team, Our team relies heavily on Smartsheet for project management and dashboard reporting in our enterprise environment. We recently encountered a challenge where a critical dashboard widget depends on a "Milestones" filter (a shared filter that shows rows where a checkbox column is…