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Downgrading Plan from Business Plan to Pro Plan
Hi Smartsheet Community, I’m looking to downgrade our Business plan to a Pro plan, but I can’t seem to find an option to do this. I tried purchasing the Pro plan again, however I’m always redirected to the Plan & Billing page where I can only view our current subscription, and there’s no option to switch or downgrade. Has…
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
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Automation to Combine Multiple Row Attachments into a Single PDF
I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…
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Ability to hide attachments and comments on published reports
I have the need to share published reports with customers, but i don't want them to see the conversations that exist on the line or the attachments we use either. It would be great to be able to hide those for published reports.
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Merged: Line Attachments as Condition in Automations
This discussion has been merged.
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Merged: Allow Missing Attachment to be a trigger or condition for Automations
This discussion has been merged.
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Add same file to multiple rows at the same time
I have a list of 131 employees and as the Training Lead, I have to add proof of training to each employee for each training in their separate reports. Currently, I have to do this one-by-one, which obviously takes up a lot of time, especially when I have 30 trainings to do (30x131=3,930 times). It would be very helpful if…
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GEO code on photo attachments
Is there a way to keep the GEO coding on a photo attachment. We have photos that will be attached to a Smartsheet. When the document is submitted the office staff are going to need to download the photo and upload to a Government site that requires the photo be GEO coded.
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Conversation and Attachment Indicator at the Sheet Level
Color code or indicate when there is content in Conversations and/or Attachments (Icons) at the Sheet Level. This would eliminate clicking on the icon to see if there is content to view. See attached for an example.…