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I have an excel sheet with at least 4 tabs, and i want to transition that over to Smartsheets
qqqCan anyone assist me in how i can do this, i know smartsheets doesnt include tabs. Below i will give an example. How can i make this reflect in Smartsheets, and as i get new associates, I would need to match them up to a shift? I hope that make sense. any assistance would help, thansk in advance.
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How to make an attachment mandatory, in a form
Hello! I am creating an intake form which requests multiple attachments. Is there a way to include an attachment request, within a question, and make this "required" to confirm it has been uploaded? I am new to the community and appreciate any advice here. Thank you so much!
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Is there any way for unlicensed users to generate docs when Upload Attachments is turned off?
For security reasons (i.e. unable to specify which server the attachments are stored on) I have to leave the Upload Attachment option turned off. Box attachments is our only selection. Due to this, the Download option under Generate is the only method that works to get a document - and that is only available for licensed…
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Can Data Mesh transfer attachments from a source sheet?
HI, Our users would like to have attachments from the source sheet transfer over to a target sheet. We are using data mesh to transfer over data. Does data mesh support this? Yari
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Add attachments to PDF from Document Generator
We have operations teams performing tasks where they also take pictures via the mobile app. Our sheet then automatically creates a PDF to share with the client. However, we have to download the pictures separately and attach them. This slows up the process significantly. Either be able to attach the pictures directly or…
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Attachment at the end of generated documents
For my application, we would need to have the option to add the line's attachments at the end of the generated document. I use Smartsheet for my RFI: I use a form to collect the questions and other data and I then automatically print the answer with the "generate document" tool when the question is answered. It works well,…
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Flatten Generated PDF's
I like the existing Auto Generated PDF's but am frustrated by the change. A PDF with 6 fillable fields generates a 55mb file. Once I have reprinted that pdf, it shrinks to 166kb. Is there a way to add an option to flatten pdf's once printed.
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Automation: Attachment to Proofs
Would be very helpful if we could version up Proofs direct from new attachments. Often times the Teams are editing directly in Word Docs or uploading PDFs, once they are ready for approvals you can only convert to a Proof once before that function no longer works. Doesn't help when you have multiple rounds of edits...
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Forms - Previewing (validating) attachments before submitting the form
When users are utilizing a form, and they append an attachment to the form, we request the ability to preview or validate the attachment before they submit the form. For example, on email after you attach a file, you're able to open the attachment to be certain that was the intended file to submit.
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Preview all files and attachments: Excel, word, etc
Idea - Opening a preview of an Excel file (similar to the current PDF previews) when it is an attachment on a row in my Smartsheet. Example from my work - I really would appreciate the ability to preview Excel sheets so we can tell if the document submitted is our new Fiscal Year 24 form or the "old" fiscal year forms that…