It would be great to send attachments as attachments and not a link through the automated workflows.
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We are attempting to generate email notifications when a row is updated that would send an email with the attached files as email attachments, not links. Our ERP only accepts documents via email (which is crazy, I know), so we would like to forward our notification to the ERP without having an employee download all the attachments for the row. The ERP can't understand/extract the links, so we need to have the documents as actual email attachments. My research on this forum is showing this is not possible, but could be very helpful for others interacting with portals/ERPs/automated system that only accept email attachments vs. links.
In the Resource Management Plan Settings in Control Center, there is no way to link the Client and Project Code fields even though they are not Custom fields and part of the first 3 fields you enter when creating a new project. I can't select them in the Custom Resource Management Information Fields because they are not…
I’d like to see user analytics for WorkApps. I’ve checked the user report available in the Collaborator Pack, but it only shows how many times someone has clicked into the WorkApp each month. I’d like to know: Which resources (dashboards, sheets, forms, etc.) are getting the most traffic? Where are people spending their…
The 'Sheet' icon appears purple in the left navigation but blue within the sheet, creating inconsistency. Aligning icon colors across the platform would improve clarity and simplify user training. Please standardize the icon color to enhance user experience and reduce confusion during onboarding.