I have two reports being sent each month with different "To" contacts. I want to add a new person to the list, yet cannot see a way to do this without creating a new automated report. Is there an easy way to manage the people receiving the report?
Hi Leann,
Unfortunately, it's not possible at the moment to add users to an already added send to an attachment process, but it's a great idea!
Please submit an Enhancement Request when you have a moment.
My recommendation would be to use contact groups instead because that will make it easy to add people to the process.
Would that work?
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Thanks, I have submitted this enhancement request
Excellent!
Happy to help!
I have multiple items that each have their own statuses and that roll up to "workstreams" or swimlanes. On the dashboard, I would like to show the progress of the items by swimlane without breaking it out into separate widgets for each. This would ideally be a stacked bar where each bar represented the Items and was broken…
I have a workspace that I created with two subfolders. A user needs to have access to only one of them but when I have that folder selected, I can only share the entire workspace with them. Is there a secret way that I can share the parent folder and ensure that any new files created will be shared with the same people? I…
I have a Pro plan but I cannot create ANY reports. The system does not allow me to choose a folder, and consequently a sheet to create a row report and suggests an upgrade to Business or Enterprise. I'm quite new to Smartsheet and feel a bit disappointed with this limitation, or maybe I'm just doing something wrong. Alberto
