Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Sending as attachment with filters
It would be awesome to be able to send out recurring attachments in which the pdf attachment is based on a filter. For instance, if it was a construction schedule and I wanted to send out a recurring two-week outlook then I could send it based on my two-week outlook filter.
Comments
-
If you built the filter into a Report and sent that out, would that get you what you want?
-
Yes that would work but that means I have to create a report everytime. It would just be easier to have it work with the filters.
-
See the link below..you can set a recurring report..
https://help.smartsheet.com/articles/516096-sharing-sending-reports
-
I totally agree that this feature would be useful.
I would like to be able to schedule an emailed PDF of a smartsheet to five different people, each with a custom filter (i.e. one filter per person).
