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!
Solution is to have a paid subscription which we have but have lost the functionality of emailing attachments from Smarsheets. Has anyone else had this issue?
Hello- I have to constantly refresh my browser in Edge and Chrome as my shared workspaces go missing for clients. Sometimes when I refresh it works, other times it doesn't show half the clients or workspaces I have access too. Other times when refreshing data it doesn't work on my side, but will work for a co-worker. This…
I am trying to create a Purchase Order in smartsheet. I looked at the community and an old thread said there was a purchase request template, but i guess it is gone because I do not have it? Is there a good way to create purchase orders within smartsheet?
