This discussion has been merged.
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…
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…
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
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.