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User Onboarding / Product Tour Feature add
I recently accessed my bank website and before I could use the site they had a feature that dimmed part of the screen to pull my attention to a certain area and that area included some text describing what that area could be used for. Once I clicked thru the acknowledgement prompt a few other areas were highlighted in a…
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Sharing Report "Current User" Without Sharing Sheet
Is it possible to share a report with multiple people with ‘view’ access rights but ‘current user’ access rights without having to share the sheet? Currently, I have tried sharing with those settings several times, but the report contents are not visible to the users. When I share the relevant sheet, the report contents…
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Timescale and zoom Gantt settings copied to new sheets
I noticed that when you copy folders or sheets as "new", some settings like Gantt chart zoom and timescale options do not carry to the new copies, forcing to be updated after the fact and creating extra overhead. It would be great that those configs. would be considered structural and hence be copied as the rest of the…
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Formatting of Automated email text
I use a lot of automations that send customised email to contacts. These often contain instructions and multiple paragraphs of text. I find the 5 line box very restricting and hard to navigate and view my text to make sure it is accurate. I would also love to be able to have some formatting, such as bullet points, bold,…
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Unable to reply to comment with "Edit by Anyone" Publish Option toggled on
Hello! Please help me settle a debate: If a sheet is set to publish and it's set to editable by anyone, can a viewer reply to an email to post a comment? OR do they have to always access the publish link directly to respond to the comment? Someone's "Viewer" collaborator on an asset is receiving a "Your recent reply…
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Add Quick Filters on Column Headers in Reports (like Excel)
It would be very helpful if Smartsheet allowed quick filters directly on column headers, similar to Excel. Right now, creating a filter requires multiple steps and saving it, which takes extra time for simple tasks. Having the ability to quickly filter a column by value, number, or condition (directly from the header…
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Copy-Paste
Please add the functionality to copy and paste rows (from reports, sheets, or anywhere in Smartsheet) with their respective formatting, formulas, and validations, just like in Excel. Right now, Smartsheet only pastes the raw values, which forces us to export to Excel to preserve formats and then re-import. Having full…
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Add Instructions page to sheets
It would be really helpful if there were a button or pane which stored sheet instructions for users. There are some sheets I've built which will need to have additional columns added in the future and I'd love to leave instructions for future sheet admins on how it should be managed. I've thought about creating separate…
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Merged: Customize External URLs
This discussion has been merged.
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Custom Form Validation - blocked unless data entered specific to personalized format
Is there anyway that I can block a field unless the user fill out properly? Context: I have a field in my form where the user should complete with the name of the file, but this name should not have spaces between it. If you need spaces between, you should use hyfen or underscore. (e.g. "map_of_brazil-flyer-english").
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Form field blocked
Is there anyway that I can block a field unless the user fill out properly? Context: I have a field in my form where the user should complete with the name of the file, but this name should not have spaces between it. If you need spaces between, you should use hyfen or underscore. (e.g. "map_of_brazil-flyer-english").
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Request for Improved Smartsheet Form Embedding Options
Hi Smartsheet Team, I wanted to reach out with some feedback and a request regarding how Smartsheet forms are embedded on websites. I've been long-time user and fan of Smartsheet since 2008, and the form system has been a big part of how we collect and manage submissions for various clients and internal workflows. What's…
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Report UI - Unable to Select "Submit" in Full Screen View
Hi, new user here. Am incredibly frustrated with the UI/UX of this application. I have my browser in full screen, Smartsheet app is full screen. I am trying to sync a sheet to a new report. As you can see in my screenshot, the "submit" button on the popup is almost completely invisible. I actually don't even know if it…
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Do Not Email Notify Triggering User from Workflow Automation (PMO)
How can I stop my automations from copying the triggering user via email? The automation itself works great for letting the inteded person know they've had a task row assigned to them via email - but the triggering user does not want to be copied on said notification. I've searched the community for answers - I've been…
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Sharing pages with new user does not work properly
For context, I have been using Smartsheet for the last 4 years, I have an Abassador acocunt that got lost when I change emails. I'm admin in my organisation. We have 10 licences an over 100 Unlicences users, I recently add one user and add it to a group. The group has Editor right on some sheet. But the user can't see the…
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Ability to update JIRA project spaces after initial save
Currently, once you save a JIRA Connector workflow you cannot add or remove JIRA project spaces to that workflow. This requires users to rebuild the workflow to adjust what JIRA project spaces the connector searches in. Using Smartsheet as an executive level PDLC reporting tool, this issue increases the manual work…
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Permission set sorting
Hi Smartsheet, I'm no longer able to sort the current permissions in my sheets. I need to identify the admins and send them an email, but now I'm forced to sift through the entire listing of shared users to identify which users are admins. Please provide sorting in the user permissions!
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Enhance Row Collapse Functionality for Improved Project Management
Our team manages a large number of projects on a single Smartsheet, with each project containing multiple child rows to track weekly progress and phases. This results in an extremely long sheet, making it challenging to navigate and manage efficiently. Our management prefers to have all projects and phases listed on one…
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Allow New Users Under the New User Subscription Model to be set to Viewer
Currently when adding a new user - they are hard-coded as a Member. I have a client who knows the user will be only a Viewer and not have access to edit any sheets. She has to wait until the next day to go in and update the user to Viewer. This is really inefficient, and frustrating. They are busy and don't want to have to…
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Merged: Subject: UI/UX Improvement Suggestion for Automation Flows
This discussion has been merged.