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Suggestion - Default Attachments Checkboxes to 'unchecked' in Outlook Plugin
Hello Smartsheet, and thank you for such a great tool. One suggestion that would really save me a lot of energy - would/can you default the auto-checking of checkboxes in the list of Attachments in the "Smartsheet for Outlook" plug-in to 'unchecked' please? (or, alternatively, add a link to "uncheck all" at the bottom of…
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Extract location data from attachment (picture)
We are using our sheets for sidewalk repairs. An inspector in the field will open the form in the field, on his phone, fill out the basic information (type of work, address). The sheet will auto-populate the date, but I also want it to auto-populate the location. I was thinking if he were to take a photo, both android and…
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Update requests and attachments
Is there a way to send out an update request that allows receivers to attach a document to the request, without them seeing the other documents that are attached to the row and/or accidentally deleting what is already attached. We use a running document for certifications. When something expires, we want to send out auto…
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Replacing form attachments
Hi everyone, I am creating a system in which students submit a form for a project that they are presenting to the university. The system calls for constant feedback and re-submitting. The only problem is, I don't see a way to automatically remove their previous file and replace it completely with their new file. This is…
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Auto-push sheets or reports To updates
I have two reports being sent each month with different "To" contacts. I want to add a new person to the list, yet cannot see a way to do this without creating a new automated report. Is there an easy way to manage the people receiving the report?
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How do I give an outside user access to ONE row of a spreadsheet?
Here is the deal. I run a wedding video studio. I just made a smartsheet questionnaire (form) to have all of our videographers answer from the smartsheet app on their phones at the end of the shoot to inform the editors of anything they need to know about, etc. One of the questions asks them to upload photos they took from…
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Regarding DocuSign integration: Is there any way to combine Workflow + attachments?
I'd like to use the workflow to have a variety of fields and the signees autofilled, but there doesn't seem to be a way to include an attachment from smartsheet in the workflow. Alternatively, I can create an envelope from an attachment in Smartsheet, but then I have to rebuild the fields every time and I can't have them…
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Send as Attachment Down?
Hi All, I have several who have reported not receiving their usual attachment recurrences since late yesterday. I did a send as attachment to myself as a test and to several others to no avail. Is anyone else experiencing this today? -Chris
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Row Sharing
We use Smartsheet in our IT dept. for a few months now. 13 licensed people at this moment, especially to manage projects/tasks, in EMEA, China and US and we like to expand. Everyone was very enthusiastic in the first weeks, but the biggest problem is: row sharing. We work with external consultants a lot and we want them to…
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Alert when there is no attachment
Is there a way to send an alert when a record has no attachment? I have a sheet with checkboxes indicating documents have been attached. I want to get an alert if someone checks the box, but forgets to add the attachment. Anyone have any thoughts on how I could do this?