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Automation trigger question
I'll try to describe the issue as best I can: I have a notification automation that is triggered by a row change (an attachment is added). The automation must also meet two conditions, both of which are checkboxes that must be checked to satisfy the two conditions. The first of these checkboxes triggers an earlier…
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Workflow to copy Attachments and Conversations from 1 sheet to another?
Before I go reinventing the wheel... Has anyone created a workflow that would move or copy attachments and conversation from 1 sheet to another? My team is merging 2 sheets into a 3rd, and while I could use DataMesh to move the cell contents from 1 sheet to anther, it won;t move the conversations or attachments - and there…
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Why isn't my attachment on the automated email?
Hello, I am using a smart sheet auto system where it makes the PDF automatically when someone fills out a form. Once the PDF is made I have a new one to send out an email. see below. Once they approve it is supposed to send an email with the attachment. but when i get the email back it doesn't have the attachment. Am i…
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Attachment Link through Automated Notification Expiring After 14 Days
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 notifications. Is anyone else experiencing this? Is this a setting that can be changed through our…
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How to make my automated email only send once?
Hello! I am going to explain as best I can. So i have a automated system setup and currently i have where they fill out a form and it then auto creates a Fillable PDF. That gets sent to them which they have to get signed and re submit it into smart sheet. I have it set up where it send an alert which has the PDF and then a…
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Copy/Move Attachments between sheets
I am currently using DataMesh to copy data from one sheet to another and wondering if anyone has ideas/options on how to get attachments copied over to the new sheet as well. I can't use the copy row feature because there are a number of rows on the original sheet that are unnecessary, and the column names are different on…
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Allow BRANDFOLDER attachment option to be configured in Admin Center
"Brandfolder" is not currently provided as an option for attachment configuration in the Admin Center. (E.g., A SysAdmin role cannot turn this attachment option on or off.) We have not purchased Brandfolder. My current client has high security requirements, and only allows documents to be attached to a sheet via the "URL"…
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Copying Attachments from One Sheet to Another
Is anyone aware of a way to copy attachments from one sheet to another automatically? Similar to how row attachments will pull through to a report but without actually using a report. I need to be able to add in some formulas and whatnot in the target sheet, so that would be why the obvious solution to using a report won't…
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Automation of attachments as PDFs
Idea: An automated workflow that allows attachments to be sent in PDF form instead of clicking on a link to download. For example, once a receipt has been attached to a row, I could create a workflow that allows for the receipt to be forwarded to my supervisor as a PDF document.
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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…
