Selecting the "From" when sharing a report as an attachment in email

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My guess is no, but is there a way to select who is the sender of a report sent as a PDF attachment in an email comes from?

Similar to how you can do this when setting up an automation - it can come from "Smartsheet Automation" or the owner of the sheet or the org.

Seems like whoever sets-up the send as attachment report is the one it will show it comes from?

Thanks!

Best Answer

  • Louis1
    Louis1 ✭✭✭
    Answer ✓

    You're correct in your guess - no, there isn't a way to customize the sender for PDF attachment reports in Smartsheet like you can with automations.

    How it works (as you probably already know):

    • PDF attachment reports are always sent from the person who set up the report
    • Unlike automations where you can choose between "Smartsheet Automation," sheet owner, or organization sender, reports don't have this flexibility
    • The "From" field will show the email address of whoever created/scheduled the report

Answers

  • Louis1
    Louis1 ✭✭✭
    Answer ✓

    You're correct in your guess - no, there isn't a way to customize the sender for PDF attachment reports in Smartsheet like you can with automations.

    How it works (as you probably already know):

    • PDF attachment reports are always sent from the person who set up the report
    • Unlike automations where you can choose between "Smartsheet Automation," sheet owner, or organization sender, reports don't have this flexibility
    • The "From" field will show the email address of whoever created/scheduled the report
  • Smar Czar
    Smar Czar ✭✭✭✭

    Thanks, @Louis1 - another feature request submission it is.

    Thanks