I'm looking for a way to automatically attach a sheet which in this case is a checklist template, to a new row that is automatically created when a form is filled out.
Hi @Bob Kernan
I hope you're well and safe!
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])
I hope that helps!
Be safe and have a fantastic day!
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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I agree with @Andrée Starå, it would be helpful to know a bit more about your process and what you're looking to do... screen captures would be the most useful (but please block out any sensitive data).
There isn't a way directly from within Smartsheet to automatically add an attachment to a row, however you may be able to do this through a connection to a third party application, or perhaps using a formula to populate a URL to a specific sheet.
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