It would be incredibly helpful if I could simply create a workflow to automatically send a generated document to that row's recipient without including the link to the source sheet or requesting an approval or signature.
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Would love to be able to send it as an attachment.
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…
I rely heavily on Smartsheet’s Document Generation. However, this workflow is currently dependent on having photos stored inside cells, since row attachments alone cannot be used directly in document generation.. If Smartsheet allowed attachments to be displayed as thumbnails in cells (as a reference), document generation…
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…
