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How to Make Automations Based on Attachments Work? Subsequent Actions Trigger Out of Order.
I have an update request (#1) that is sent to employee "A," who has to download, update, upload an attachment, and hit submit. I have an automation in which a date is recorded in cell #1 when an attachment is added or changed. This part works fine. When cell #1 changes, an update request is sent to supervisor (#1) who has…
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Allow automations to send a generated document without sending the sheet link.
We send a document to all new users for their future use. It is very confusing for them to get the link to the sheet that they can't access, in much larger text than the link to the document. Please allow another option in automations to include a message and an attachment without a sheet link.
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Desktop app - open text file attachments
One thing I really miss from the browser experience is being able to view text files attached to a row. PDFs display very nicely in the app with one click, but viewing txt files (which my team uses MUCH more commonly) or Word docs involves an entire process: 1) Click file name in Attachments panel. 2) Go to browser and see…
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Convert a row attachment from jpeg to pdf
We are putting together a credit card receipt tracker in smartsheets. I have a simple form that asks for 4 fields of information and then a document upload. The employee would fill out the form and snap a picture of the receipt to upload to the form. The file comes through as a jpeg using an iphone and selecting the take…
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Saving files attached to Smartsheet rows out to Sharepoint folder
What is the easiest way to take files attached to each row in a Smartsheet and save those files out to a sharepoint folder? I know you can download them all and then go to SP and attach them, but surely there exists an automated way to move the files without ever personally touching them. Bonus if I can do it when a…
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Why can't I drag and drop an email from Outlook in M365 to Smartsheet Row in Sheet?
I am trying to drag and drop an email from Outlook in Office 365 to row in my sheet. I can't get it to work. But, when I go to my desktop Outlook and drag and drop it, I have no problem. Does anyone know why this is and is there a work around? Thanks! Rebecca
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Automation to include Attachment (email notification), but there is no attachments?
I have set up to sent the notification once the task is assigned to a person. That notification should include the key information's columns and also attachments. It used to see the PDF icon in the email coming through but it is no longer there. Once you click the link to open the form, I can still access to it, but there…
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Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
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Downloading Attachments through API
I have been trying to access and download attachments to rows in a Smartsheet through API using Access token. In how many ever ways, I tried to do so, that didn't work. However, I am able to access the attachments directly that are attached to a sheet and not to a row. Are there any different permissions to access row and…
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Dynamic View - Visibility of Attachments & Comments
Dynamic View does not seem as user-friendly as in regular view/ sheet mode. Dynamic view - The attachments including photos are not viewable straight away as a small preview as they are in sheet view. It seems you need to download the image every time you need to view it. It also means when you view multiple photos, you…