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…
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
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…
Having the ability to upload file attachments (specifically, Word and PDF) to a Dashboard would be extremely useful.
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Has anyone solved the issue with not being able to move attachments over to SharePoint from a smartsheet form using Bridge integration? Can we move the attachments to a storage location that can then be picked up as a URL?
I have a Smartsheet form that my team uses for auditing processes. Is there a way to have a "Upload an attachment" option into the form?
I currently utilize smartsheet automation to notify my clients about multiple time-sensitive issues. Presently, these notifications are sent as emails, with new rows highlighted in yellow. However, since these emails are customer-facing, I would like to ensure they align with our company's brand by using the generate…
It would be valuable to have the ability to manage retention settings of attachments in Smartsheet. The ability to set a pre-determined timeframe per sheet, for the auto deletion of attachments is one setting that would be add value. The ability to have rows move to a new sheet without the attachments if parameters are met…
