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Is there a way to grab attachments from a new line in smartsheet and merge it with the print file
Hi, I have been trying to work on a system that will automatically take attachments from a new line in smartsheet and be able to merge it into 1 pdf file with the print pdf of the smartsheet line. I have tried using power automate to computerize this process, but there is no option for me to grab attachments. I have…
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How to Make Automations Based on Attachments Work? Subsequent Actions Trigger Out of Order.
I have an update request (#1) that is sent to employee "A," who has to download, update, upload an attachment, and hit submit. I have an automation in which a date is recorded in cell #1 when an attachment is added or changed. This part works fine. When cell #1 changes, an update request is sent to supervisor (#1) who has…
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workflow automation - copy row without including attachments
Does anyone know if there is a way I can adjust my automated workflow so attachment are not included when copied to the next sheet? Currently my workflow is set so when a status is changed it copies to 2 other sheets for the next applicable departments, however they do not need (and in some cases maybe shouldn't have) the…
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Automated emails not sending attachments
I am having trouble with Smartsheets not sending not sending attachments. I have it currently set up where I have to approve it before the email gets sent out. Once I approve it I have a separate automation send an email to group 1 or group 2 based on which option they pick in the form. At first I was having trouble with…
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Merged: Allow automations to send a generated document without sending the sheet link.
This discussion has been merged.
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Desktop app - open text file attachments
One thing I really miss from the browser experience is being able to view text files attached to a row. PDFs display very nicely in the app with one click, but viewing txt files (which my team uses MUCH more commonly) or Word docs involves an entire process: 1) Click file name in Attachments panel. 2) Go to browser and see…
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Convert a row attachment from jpeg to pdf
We are putting together a credit card receipt tracker in smartsheets. I have a simple form that asks for 4 fields of information and then a document upload. The employee would fill out the form and snap a picture of the receipt to upload to the form. The file comes through as a jpeg using an iphone and selecting the take…
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Why can't I drag and drop an email from Outlook in M365 to Smartsheet Row in Sheet?
I am trying to drag and drop an email from Outlook in Office 365 to row in my sheet. I can't get it to work. But, when I go to my desktop Outlook and drag and drop it, I have no problem. Does anyone know why this is and is there a work around? Thanks! Rebecca
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Automation to include Attachment (email notification), but there is no attachments?
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…
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Email automation with attachments?
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…
