- Log automated workflow actions on the Activity Log
For compliance purposes, it would be helpful if the actions of automated workflows would log on the Activity log. For example, when automated messages are sent it would be helpful for the Activity Log to date and timestamp that action along with the name of the workflow. Lots of us using SmartSheet need robust audit trails…
- "All Fields" & Footers in Email Notifications - Revert back!
虽然我理解想update the design of our email notifications, the changes are causing major problems for me and other users. I'm adding this as a Product Idea so people can more easily upvote and bring it to the attention of Smartsheet. The new design of the emails now only shows the first 15 rows of a sheet,…
- How do I append a completed docusign workflow?
We have a form for procurement where the requestor fills out a form for special procurement requests, it goes to docusign for signature, then goes to their director, and the completed form gets attached to the row. I want to be able to add a buyer's email to the buyer email column after the fact, and then the row…
- Please enhance Column Contacts and Form Contacts by allowing Groups to be used!
I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, for the 37th time, allow us to drag a group in and create items contacts within a column contact list. ALSO, please make it…
- Ability to Lock Row from being deleted
Hello! I'm interested in disabling the 'delete' function on a row, while allowing people to edit cells (ie, not locking the row). Or maybe sending the 'delete row' request to the sheet admin for review. I have a primary database set up to create a unique identifier every time a row is added. the unique ID is a consecutive…
- Visibility on Form Submission
Is there a way to increase visibility for requestors on their submitted requests? Like is it possible to send the requestors all of the requests they've submitted so they can see what they've requested, date, description, etc.
- Notify SS users of past-due items with consolidated list of action items
What's the best process for notifying people on past-due items? We want to set up one email notification per action item/owner or one with a consolidated list of action items per owner. Would it be possible to group them into two sections in the email, one for past-due items and one for upcoming items within the next few…
- Automation Notifications Using Groups
I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.
- Automated workflow for scheduled custom messages
Hi SS team, I'd like to be able to send reminder emails for zoom events via smartsheet. My contacts sign up via a Smartsheet form, then their email is added to the SS, and I am able to send a custom message to the contacts, but I'd like to be able to schedule a reminder email 1 hour before the zoom meeting. Either SS can…
- Conditional copying of rows from one sheet to another
I am building an inspection sheet and form where our operations team will be able to mark pass/fail through a checklist. If something "fails", I want that specific row in the inspection sheet to be copied over to another project tracking sheet. These two sheets will necessitate different fields. Upon the specified…
