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Looking for Template Ideas: Grant Scoring Workflow with Reviewer Restrictions
Hi Smartsheet Community, We’re working on a grant application scoring process and looking for advice on templates or structure that could help streamline our setup. Here’s what we’re working with: Total applications: ~50 Reviewers: 6 in total Each application: Reviewed by only 3 assigned reviewers Scoring: 8 scoring…
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Ideas / Help - Editable view for task assigned users
Hi all, I'm running into a roadblock here for creating an actionable view of tasks for my team and I'm hoping someone with more experience can either tell me what I'm doing wrong or point me in the right direction. Currently my team uses a report view of a much larger sheet that is filtered down to what they need for their…
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Archiving Final PDF documents outside of Smartsheet through a script in Python
📄 Automating PDF Downloads from Smartsheet Reports Hi everyone, I manage hundreds of documents generated across multiple sheets in Smartsheet. To keep things organized, I use reports to consolidate them — but I often get asked to ensure these documents are also backed up in SharePoint for redundancy. Unfortunately,…
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Can we submit attachments through forms?
We are working on a centralized calendar and love the File Upload feature in the forms, however, we sometimes need to collaborate on a shared document. This would require uplaoding a URL to the shared document. The File Upload feature only supports documents. Is there a way to add attachments to the form submission? Would…
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Script in Python to download all PDF attachments in a Sheet
Hi Guys, Created a basic script to download all PDFs from a sheet. Use case: I use Document Builder to create documents from field inspections. However, we need to store these in sharepoint for redundancy. This script basically pulls all "PDFs" so you can then migrate them where you need to. I don't want to pay an…
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Why does my automation not include the attachment
Hi I have an automation rule set up that if it has been approved, It needs to alret someone. I have selected the attachment, but when it sends it there is no attachment? Thanking you in advance. Warmest Regards Dickson
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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…
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Data Shuttle to automate identification of differences between two excel sheets with > 10,000 rows
Can it be done? Data Shuttle to automate identification of differences between two excel sheets (one column in particular) with over 10,000 rows. Basically what the title says. I want to automate a process and was pointed in the direction of Data Shuttle to accomplish this. I have a regularly reoccurring excel sheet that,…
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Move files from Salesforce to Smartsheet using apex
Hi, I am trying to moving files/attachments from Salesforce to smartsheet and facing errors when I see the debug logs. Here is my process: Row in smartsheet is created using a Smartsheet connector. Then after a delay of 3 minutes, I try to move the attachment from Salesforce to Smartsheet. I have seen from debug logs that…
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…