I would like to save settings for sending out attachements
I would like to be able to save my settings when I am sending out reports in PDF format. I can pick the setting I would like but it will only send the current attachment with the settings that I have. I need to send out weekly reports so I would like to be able to have the same settings all the time.
Thanks
Cindy
Glastech Glazing Contractors
Answers
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I hope you're well and safe!
You can set up a recurring report that would keep the settings.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
I thought that's what we had set up but it keeps defaulting to the original settings. I would like the report to be on one page and the only way I can get that is to select it everytime. Not sure what I am missing.
Thanks
Cindy
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