Finding Attachments


We are trying out Smartsheet for obtaining documents from clients. We give them a list of what we need, and they give us the documents. So we set up a Smartsheet with each document request on a row, and they're going to attach the appropriate files to the rows. For the most part, I think we'll love Smartsheet for this.

However, I see an issue coming:

If a client user accidentally attaches a file to the sheet instead of a row, how are we going to know that?

Clicking the paperclip on the right side to view attachments will show all attachments, but there may be over 100 attachments in a given sheet, and we will have to routinely scroll through the list to make sure we haven't missed anything.

Is there a way to either receive an alert when an attachment has been added at the sheet level or to sort the attachment list to easily find sheet-level attachments? Or to prevent sheet-level attachments all together?



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 04/10/20

    Hi Tvetter,

    Unfortunately, as far as I know, it's not possible at the moment to get an alert, sort, or prevent the possibility of adding a sheet level attachment, but those are excellent ideas!

    Please submit an Enhancement Request when you have a moment

    As a workaround, you can see on the attachment if it's on a specific row or at the sheet level, and if you click the sheet level indicator, it will only show those attachments.

    Make sense?

    Would that work?

    I hope that helps!

    Be safe and have a fantastic weekend!


    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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