Best Of
Send Alert with Attachment but Without Link to Sheet
After a New Hire approves a contract (which include the contract as an attachment), I want to send a follow-up alert confirming they approved the contract and include the attachment again. I've received emails from New Hires saying they didn't download the contract before they clicked Approve in the approval request.
However, I see the only thing I can do is include a link to the sheet and select specific fields (including attachments). The New Hire is not in our organization and thus would not have a Smartsheet account let alone access to the sheet. It would be confusing for the New Hire to see a link to the sheet.
Is there a way to just include the attachment (like in an approval request) without including a link to the sheet as well?
Smartsheet Form <> DocuSign Integration: Transmit Uploaded Files
Currently, the Smartsheet <> DocuSign integration allows Smartsheet users to map a Smartsheet form to a DocuSign template for efficient e-signature workflows. However, while a user can upload files to a Smartsheet form, those uploaded files can't be transmitted to DocuSign via mapping / integration, meaning the e-signers aren't able to preview those uploaded files prior to e-signing. My idea is to enhance the integration to allow for files uploaded to a Smartsheet form to be transmitted to a mapped DocuSign template.
jmo1980
Re: Dynamic Views in Control Center
This would be a major time saver and allow us to make a full pivot from Reports in our workspace deployments- we deploy between 30-50 per year with a same Toolkit set. Today, we only use Dynamic View for assets that do not need to go through Control Center- it's a build decision point. We prefer DV for improved control and sharing, but it's truly a pain to deploy.
jgleason
Are there workarounds for Autosave prematurely triggering automations in Board View?
My PMs are noticing that Autosave in Board View is triggering automations for sending the assigned person updates on their tasks before the PM has finished making updates to all necessary information on the card. This is causing folks to receive incomplete information in their assignment notifications. Is there a way to extend the Autosave time? Or a workaround to make sure that the Autosave doesn't jump the gun on an automation?
Ann.Cracovaner
Re: Best Practices on Managing Changes to Smartsheet Items
In Smartsheet, the "Save as Template" feature allows you to re-use your project structure (sheets, reports, dashboards) so you can create standardized, repeatable workflows. This is especially helpful when you're managing multiple similar projects and want to avoid rebuilding from scratch.
How to Use “Save as Template” in Smartsheet
🔹 For Sheets:
- Open the sheet you want to turn into a template.
- Go to File > Save as Template.
- Name your template and save it to a workspace or folder.
- This saves only the structure: columns, formatting, formulas, and dropdowns — no row data (unless you select to retain it).
📌 Templates for sheets do not include attachments, comments, or cell history.
If your organization has access to Smartsheet Control Center, this is the gold standard:
Feature | Benefit |
|---|---|
Global Updates | Push column changes, formulas, widget updates to all projects |
Blueprint Management | Update templates once and push changes at scale |
Metadata + Summary Fields | Manage cross-project visibility and governance |
Intake → Provisioning | New projects auto-provision from latest templates |
📌 If you're not using Control Center but qualify (licensed with Advance), it’s worth the investment in time savings alone.
Naeem Ejaz
Re: Best Practices on Managing Changes to Smartsheet Items
Hi,
I hope you're well and safe!
I'd recommend exploring the Premium App, Control Center. It's a game changer!
Is that an option?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD
✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer! I appreciate it, thank you! 🙏
Andrée Starå
Re: Are you planning to upgrade to Jira v10 in the near future?
You guys are starting to make in impact, the Jira Ticket (JRASERVER-78833) is up to 25 affected customers and is now a Medium Priority issue. Would it make sense to broadcast the request to Vote and comment on the ticket to a larger user base then just the folks tracking this Thread?
Griff D
Re: June Question of the Month - Join the conversation and receive a badge
I hate to say it, but it's two Smartsheet communities that immediately come to mind! (Trust me, I have PLENTY more I'm part of!)😍
The first was our internal Cisco Smartsheet Community, led by our Customer Success person. It was magical - we solved each other's technical challenges while sharing snippets of our lives too. I still remember setting a special "ding" for the group notifications and eagerly checking whenever it went off!
My current favorite is much smaller - the peer chat I have with @Protonsponge Having that one person who truly gets both your professional challenges and personal journey is incredibly powerful. We bounce complex Smasrtsheet integrations off each other, vacation plans, home remodels, and food suggestions!
What makes both special? That authentic blend of professional expertise and genuine human warmth. The best communities aren't just about solving problems - they're about feeling genuinely connected to the people behind the questions and solutions.
Re: Finding a deleted sheet
Yes, it can be permanently deleted after 30 days. I'm not 100% sure, but if someone deletes it and you're the owner, it would still end up in your deleted sheets section.
Unfortunately, there isn't a central audit except maybe with the Premium Add-on feature, Event Reporting.
✅ Remember! Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer! I appreciate it, thank you! 🙏
Andrée Starå
Re: Purchase Orders and Invoices Tracking Template
@Abby Davis I would love to take a look at your new template if possible! I am working on building a similar solution and am eager to see what you have come up with. Thank you!
kebern