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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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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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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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Emailing attachments without links to sheet
Hi there. Somewhat tech savvy here, but my expertise is in professional development, specifically in healthcare, and I'm falling short of figuring this out on my own. Here is a little background info. I issue a certificate of continuing education following most of the classes I teach. I have created an evaluation form and…
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Automation for Sending an Attachment
I have a SmartSheet where some rows have attachments and others do not. I would like to check a cell on specific rows and have SmartSheet automatically send an email to the contact for that row with a copy of the .pdf attachment for that row. Specifically, I have a column entitled "send to contact" that can either be…
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Transfer attachments between sheets
Is there a feature available to set up a workflow rule that triggers when a new attachment is added to the source sheet, the rule would then automate the transfer of that attachment to another sheet?
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Removing the "Comments" tab from exported Excel reports
Hello, everyone! I have an automated Report that exports as an Excel file attachment to a team leader every week. He uses this report to upload info into a different system (not project management, a totally different thing). Each report comes with the report on one worksheet tab and a second worksheet tab called…
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Move specific attachments
Hi, i have a quite complex set up which i now want to added. I have an intake sheet where i collect all kinds of different information. The intake sheets holds projects from 0001 to 9999. I then have a metadata sheet which is linked to the intake sheet so that i can just put in the project number in the metadata sheet so…
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Can I hide the conversations and attachments menu on a view only report?
I have a report where I have hidden the attachments and comment columns and have used the iframe code to embed the view only report in an internal html document. However, people can still click on the conversations and attachments icon in the right margin and see everything. Can that be hidden? Viewer can also right click…