Discussion List

  • Can a Form be saved as an attachment
    In Using Smartsheet
    Hi, I am wondering if a form can be saved as an attachment on the left side of a sheet? I currently am working on creating a form for a sheet, however, I do not need all of the information being collected on the form to be added onto the…
    Answered - Pending Review
    23 1
    Answered - Pending Review 23 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • Edit attachment from a sheet
    In Using Smartsheet
    Hello, Currently attachment is allowing either to attach a URL or upload a file or different file versions. But for editing, the user cannot edit online and it only allows to download the file and upload it again. Do you know if there i…
    134 2
    134 views 2 comments Most recent by Debbie Sawyer Using Smartsheet
  • Best approach to automate users having their own individual checklist for testing?
    In Using Smartsheet
    I have a project where an individual tester (end user) will need to complete their own checklist for testing a process. Each individual is assigned a role, so whatever role they are assigned is the template that they will use to checkoff i…
    57 4
    Answered ✓ 57 views 4 comments Most recent by mbsamuel6 Using Smartsheet
  • Move rows within a sheet with attachments
    In Using Smartsheet
    Hello, I found an old discussion in which it was confirmed that you can't move rows within a sheet without the attachments disappearing. This has caused a lot of grief for me and my coworkers. Has this changed or are there plans to add thi…
    Answered - Pending Review
    25 2
    Answered - Pending Review 25 views 2 comments Most recent by Detached Using Smartsheet
  • Receive an emailed attachment on submission of form.
    In Using Smartsheet
    Im creating a shipping request sheet and have created a form so people can submit address details etc . Once submitted this will go to a department for approval. I would also like an attachment to be sent with the email . For example, the …
    Answered - Pending Review
    53 3
    Answered - Pending Review 53 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Free Webinar: Collaborate on Content with Proofing
    In General Announcements
    Join us January 27th for our webinar "Collaborate on Content with Proofing." On this webinar you will learn how your team can review and approve content with Smartsheet Proofing. We will be hosting 3 sessions across multiple time…
    51 0
    51 views 0 comments Started by Victor Agudelo General Announcements
  • Docusign Integration - Attach final Envelope as separate docs?
    In Apps, Integrations, and Add Ons
    We are using a Template Docusign Envelope (with multiple documents in the envelope) and sending that via Smartsheet Generate Docs Docusign Integration. When the doc envelope is complete, the document attaches as one combined PDF in Smartsh…
    44 2
    Answered ✓ 44 views 2 comments Most recent by Kayla Apps, Integrations, and Add Ons
  • Attachment Link through Automated Notification Expiring After 14 Days
    In Using Smartsheet
    I see that attachment links are set to expire after 30 days or 100x clicked. It looks like this is referring to files sent manually through Smartsheet. I'm having issues with the links expiring after 14 days through AUTOMATED notification…
    86 1
    Answered ✓ 86 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Maximum Downloads
    In Using Smartsheet
    Has anyone ever encountered this issue? We sent out a single line from SmartSheet that held four attachments to approximately 180 individuals to download. For most it worked wonderfully. Now, we're getting this message: "Unable to dow…
    52 8
    52 views 8 comments Most recent by Scott Peters Using Smartsheet
  • Alerts Not Sending Even if Adding an Attachment is the Trigger
    In Using Smartsheet
    I'm trying to create an alert so that when someone attaches a file to a row, the attachment and row information gets sent to someone else, but I can't seem to get it to work. Here's the workflow set-up: I DO get an alert if a new row is a…
    62 2
    Answered ✓ 62 views 2 comments Most recent by JFarrell Using Smartsheet