Emailing attachments without links to sheet
Hi there. Somewhat tech savvy here, but my expertise is in professional development, specifically in healthcare, and I'm falling short of figuring this out on my own. Here is a little background info. I issue a certificate of continuing education following most of the classes I teach. I have created an evaluation form and…
Automation for Sending an Attachment
I have a SmartSheet where some rows have attachments and others do not. I would like to check a cell on specific rows and have SmartSheet automatically send an email to the contact for that row with a copy of the .pdf attachment for that row. Specifically, I have a column entitled "send to contact" that can either be…
Transfer attachments between sheets
Is there a feature available to set up a workflow rule that triggers when a new attachment is added to the source sheet, the rule would then automate the transfer of that attachment to another sheet?
Removing the "Comments" tab from exported Excel reports
Hello, everyone! I have an automated Report that exports as an Excel file attachment to a team leader every week. He uses this report to upload info into a different system (not project management, a totally different thing). Each report comes with the report on one worksheet tab and a second worksheet tab called…
Move specific attachments
Hi, i have a quite complex set up which i now want to added. I have an intake sheet where i collect all kinds of different information. The intake sheets holds projects from 0001 to 9999. I then have a metadata sheet which is linked to the intake sheet so that i can just put in the project number in the metadata sheet so…
Can I hide the conversations and attachments menu on a view only report?
I have a report where I have hidden the attachments and comment columns and have used the iframe code to embed the view only report in an internal html document. However, people can still click on the conversations and attachments icon in the right margin and see everything. Can that be hidden? Viewer can also right click…
Anyone use SS for work order management?
Every month I have 40-50 customer sites I need to visit to complete tests or inspections. I want to ensure I'm being as efficient as possible and using SS to its full potential. I'm happy to screen share and/or teams video-chat to show what I've done thus far. Also, I'm curious if anyone knows how to change all card colors…
Allow Account System Admin to generate reports even with "Upload From Computer" turned off
Currently, if you turn off the attachment option "Upload From Computer", you are not able to request Account System Admin reports, i.e. User List, Sheet Access, Published Items, and Log in History reports. I really do not see why turning off that attachment option would warrant disabling the ability for any of the system…
Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
Deleting an attachment in dynamic view?
It seems that regardless of settings/permissions, you can't delete an attachment from dynamic view, even if it's an attachment you just added in dynamic view. Is that accurate?