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Mass file transfer from One Drive folders to Smartsheet Attachments
Hello, I'm wondering if this is possible through the One Drive connector, any automation tool, or API. I have roughly ~1,000 folders in OneDrive, and the folders are named by client ID. Each client has 1 row in a smartsheet tracker, and the primary column is the client ID. The goal is to have all of the attachments in each…
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Yet Another Question on Email Attachments
Hi. I'm looking to receive an email notification through a workflow when a row is added. When one of those rows include an attachment, I want to receive that attachment as part of the email. I've seen a few posts about it - and the solution always involves clicking advanced options and marking some checkboxes. For whatever…
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Formstack pdf returned to Smartsheet
Our current setup is Smartsheet information to Zapier to Formstack which emails the pdf to us. I would like to have the form sent back to Smartsheet, to cut out the email, & according to Formstack (Overview tab) it is completing this process however the form does not appear in my Smartsheet and I do not find that it has…
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Access attachment metadata in Automation?
I have a sheet with multiple users who share attachments with each other. The first user attaches a template to a specific row that the second user downloads, completes, then adds the completed document as an attachment to the same row. I want to set up an workflow that will alert the first user that the second user has…
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Is there a way to test to determine if a row includes an attachment?
We would like to be able to send users a reminder that they forgot to attach a file without having to open Smartsheet, look for the attachment and send an update request if the user fails to attach the needed file. Since I can't find a way to reference attachments in an if statement, is there any other way to determine if…
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Send as attachment - PDF + Excel ?
Hi Guys Another day another Smartsheet query - is it possible when sending a report as a scheduled attachment to send both the PDF & the Excel in the same email? Or is there a workaround in order to do so? Thanks! :)
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Can you automate attachment exporting?
We can export sheet data automatically using tools like Power Query but is there a way to get attachments out of smartsheet and into our server? Or is this something that needs to be done by hand? Thanks
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Enforce Unique File Attachments
Previously there was an option to either allow versioning of attached files or to enforce unique entries. I've skimmed through notes and questions and do not see if that is still a capability or if it has been retired. Would appreciate if anyone could point me to the location to make this administrative change to enforce…
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Is it possible to create a personalized email format?
Hi everyone, I want to send an automated email from Smartsheet with some specific information, but I want to give it some specific format to the email just like if I send it from outlook. Thank you
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Can I send a PDF attachment triggered by GoCanvas to a specific row in SmartSheet using Zapier?
We have a pre-populated Smartsheet grid containing a pre-determined ID Number Column with unique identifiers for each of 100+ work locations on stretch of highway. (80EB-1, 80EB-2, etc) We're using GoCanvas to evaluate each of these sites. I have been able to attach the PDF Submission to SmartSheet in the past using Zapier…
