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Include Group, and Summaries in reports exported and sent as attachment
Would like to be able to have my report view to be exported as shown, including groups, summaries, and filters. Would like this to be true for exporting and sending as an attachment. Reference this thread for additional user feedback. Community Thread
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Automation for Proofing like Update Requests
It is way past time for Smartsheet Proofing to use a similar format to Automations, to allow users to pre-define a review/approval path for proofs. Currently, we must create each proof request individually and 'manually' – sort of like creating an 'Update Request' on the fly by using the 3-dots row menu – instead of being…
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Using Attachments from a Sheet
Is it possible to populate a dashboard by using the attachments from a sheet? Regards, MaW
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Displaying Row Attachments on a Dashboard?
Hi everyone! I’m hoping someone can help with a dashboard question. Context: We have students and faculty applying for grants through a Smartsheet form. They submit attachments as part of the application — typically resumes, narratives, budget worksheets, and references. These submissions feed into a sheet, and we’ve set…
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Enable Attachment Access from Report Widgets on Dashboards
Hi everyone, We’re working on streamlining our grant review process using Smartsheet, and I wanted to share an idea that could really improve the reviewer experience — especially for those who aren’t super tech-savvy. In our setup, students and faculty submit grant applications via a Smartsheet form, including attachments…
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Merged: Drag to Reorder Attachment Files
This discussion has been merged.
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Organizing Attachments in a Sheet: drag and drop or reorder
I was searching for a way to better organize attachments, but could not find a solution. At present I can only sort by name or date and the result is a very flat structure. There appears to be no easy way of grouping documents like a set of folders (document groups) or where I can group documents together in a preferred…
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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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Request for Advanced Confidentiality Controls in Sheet Sharing
As someone who works with confidential information stored as attachments within a sheet, I may need to share the sheet with others while strictly controlling access to attachments. Ideally, viewers should be able to see the sheet content but should not be able to take screenshots, download, or save any of the attached…
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Workflow and attachments function (version control)
I have a workflow with approval request for several approvers in sequence. The email notification to the first approver shows several selected fields including the attachments. As the first approver has "editor" rights to the SmartSheet, this person will also have the option of "Upload Files" through the approval request…