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Use smartsheet data to generate a document that maintains fillable blanks for the recipient
Use: We are using smartsheets to maintain client progress. We have forms that are pdf fillables mapped. We generate these and then email them to the account manager. At that point, the manager still has information to complete ie- other questions on the form that were formatted in acrobat pro to have fillable blanks that…
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Moving Row Attachments
Is there a way to move an attachment that is at the row level to a different row without having to delete and reattach?
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Email attachments generated from the Create Document Workflow
I cannot figure out how to email attachments created with the create a document workflow. I have send alert on attachment and the email goes out with no attachment ( include attachments is checked in workflow). I'm getting frustrated...help!
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Is there anyway to automate the process of moving an attached image to a cell?
The Smartsheet that I'm currently working on generates a document with images in it after a form is submitted. The images won't be placed onto the generated document, however, until someone manually moves the attachments to the individual cells. Is there any way to avoid doing this manually for every entry? It is similar…
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Attachemnts from email
Hi, I have just within the last week started using Smartsheet. I would appreciate help with this flow: We would like to have a sheet listing all the attachments coming with mails the projects is receiving. I have made a flow with “Insert row” in Smartsheet from Outlook “when a new mail arrives in a shared mailbox”. The…
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Enhancement Request: Workspace / Sheet level Attachments / Discussions
I have submitted this before, not posted to the Community. Still a pain point. I'd like you to revisit the functionality around Attachments and Discussions at the Sheet level and Workspace level. Back in the Good Ol' Days (pre UX update 2018-02-13), we could see that there were Attachments or Discussions at the various…
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Downloading Attachments from Dynamic View
Hello, I have created a dynamic view where each row has an attachment. Is there a way to download all the attachments at once like you can with a grid? It seems like the only option with Dynamic View is downloading them one at a time. Khari
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Adding attachments to a row with 2 forms
Is there any way a row with files in the attachments can be merged with a new form entry that also has an attachment. Currently I am using formulas to join the original row with the new form data but since forms cant add to existing row I cant figure out how to have both attachments on the single row. Is there any way to…
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Automated Alert with all row attachments
Hi, My automated alert is triggered when rows are added or changed and a specific condition is met. A change would be when an attachment is made. There will be several attachments to a row. However, it appears that the alert only includes the latest attachment(s) that triggered the workflow. How do I get the alert to…
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Publish Report Link as Read Only- HTML
Publish report links with as Read Only-HTML like you are able to publish sheets to have the ability to remove attachments and comments. Hiding Columms still allows users think the links to view that attachments, and incorporating the report into a widget takes too much time