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Sent From Triggering User AND Include All Attachments on a Rows
Is there any way to create an automation that includes all attachements on a row, but also correctly shows the Triggering User? Process is User Completes Update Request with PDFS → This Triggers Update Request to Management → Management Approve via Updated Request → Trigger Email to Accounts However, the Accounts team…
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Automations: include attachments
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.
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Receive an emailed attachment on submission of form.
Im creating a shipping request sheet and have created a form so people can submit address details etc . Once submitted this will go to a department for approval. I would also like an attachment to be sent with the email . For example, the email goes to the shipping department for approval and a standard packing list is…
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Automation to Combine Multiple Row Attachments into a Single PDF
I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…
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Merged: Combine or merge PDFs
This discussion has been merged.
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Merge all attachments of a sheet into one PDF?
Is there any way to automate merging all of the attachments of a sheet into one PDF? I was thinking of using zapier or Microsoft Flow but I haven't been able to figure out a good and simple way to. Ultimately I want the end users to be able to do so with only one trigger (after the sheet has all of the attachments.) Thanks…
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Ability to paste a screenshot directly into Conversations > Comments or Attachments
We used Asana in the past, and it was extremely easy to take a screenshot and then paste it directly into the comments section of a task/row. I'm not seeing any quick way to do this in Smartsheet. Is the Smartsheet process to take a screenshot, save it, and then add it as an attachment? If so, this is super inefficient. We…
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Is an automated export of a Smartsheet to an Excel file possible?
Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…
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Display Attachment Names in a Column
Hi everyone, Is there a way to display the attachment name(s) in a column?
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Automation to Only Include Attachments and Comments
Currently an Update Automation and a Request for Approval Automation cannot only include the Attachments and Comments. It must also include another column. It would be nice to have an automation that only includes Attachments and Comments. This would allow someone to review the attachments and provide comments when there…