its would be excellent if when i generate file with automation, its will be sent via email and attached to mail conversation' not link .
Sign in to see the current vote count, add your own vote, or leave a comment.
Seconding this request! We work with inboxes that read file attachments but not links, so this would greatly help with our workflows and automations (having an actual pdf file generated in smartsheet attached vs a link of it).
Yessss! This is long overdue. persently we create pdf document links in our crm media and place link in columns. Some people complain they cant open links and request us to send pdf. This is doing double work and defies the purpose of automation.
A workaround could include using a generated document with DocuSign.
Our program has upwards of 50 active projects at a single time. To assist with team resourcing, we would like to view all our projects in a single Gantt chart where each project and all its phases are condensed into one row, and project phases are horizontally stacked on the same line (swimlane), rather than children in…
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
There is currently a Hubspot integration readily available to connect data into Smartsheet.com We have received an increased need to be able to also connect Hubspot data into smartsheet.eu Is this on the roadmap? If not this would be a great enhancements for many customers.