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…
I have a sheet that contains attachments tied to client rows. I'm looking for a way to archive the attachments to a new sheet without needing to go into each row and do this manually. Does anyone know if there is an automation that will move attachments? Thank you!
When selecting attachments for an Automation Workflow, we should have the option to include all the attachments in the notification email instead of sending only the last attachment if it was attached after the last save of the sheet.
I have set up to sent the notification once the task is assigned to a person. That notification should include the key information's columns and also attachments. It used to see the PDF icon in the email coming through but it is no longer there. Once you click the link to open the form, I can still access to it, but there…
30 days when manual and 14 days when it's automated is frustrating, especially since most emails with attachments are sent using automations. We use this feature a lot with 3rd parties, most of whom aren't Smartsheet users. If they don't keep a file on record it usually means one of our PMs has to re-send them a physical…
Can SmartSheet system admin disable attachments for only select sheets in Smartsheet? In other words, if the Admin only wants to allow attachments to a single sheet, rather than all sheets, is that possible?
It would be helpful to have the option for multiple file upload fields in forms, for example for photos, so that they could be associated with particular responses and not grouped together.
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…
I am trying to automate a process where employees use a form to fill out an inspection, and then their answers are used to generate a document that gets emailed to the inspector as well as the contractor for the job site where they are performing this inspection. If at all possible, I'd like to, rather than sending a link…
