Altering Attachments

Lisa Eannarino

Hi,

 

I am creating checklist attachements for my project pages.  Is there a way for people to edit the checklist and have it automattically save the changes; eliminating the need to save on desktop and resave to sheet?

 

Thank you,

 

Lisa

J. Craig Williams

Lisa,

 

Likely. It depends on how your data is structured.

Have you looked at WebForms?

 

http://help.smartsheet.com/customer/portal/articles/522221

 

That will have the user adding a new row to your sheet.

If they are updating an existing row, you might want to look at Update Requests

 

http://help.smartsheet.com/customer/portal/articles/504779

 

If neither of those fit into your workflow, then more information is needed to help.

Craig

 

Lisa Eannarino

Craig,

 

Thank you for your input.  I will check out the links your provided.  Have a great day.

 

Lisa

JohnHinkle

Smartsheet does not have a built in editor for attachments. But depending on the filetype, you could use Google Docs, which when attached to a sheet will link back to the file and allow the user to edit and save changes. You will not need to reattach the file once the changes were made. 

Lisa Eannarino

Thank you John Hinkle!