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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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Ability to hide attachments and comments on published reports
I have the need to share published reports with customers, but i don't want them to see the conversations that exist on the line or the attachments we use either. It would be great to be able to hide those for published reports.
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Merged: Line Attachments as Condition in Automations
This discussion has been merged.
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Add same file to multiple rows at the same time
I have a list of 131 employees and as the Training Lead, I have to add proof of training to each employee for each training in their separate reports. Currently, I have to do this one-by-one, which obviously takes up a lot of time, especially when I have 30 trainings to do (30x131=3,930 times). It would be very helpful if…
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GEO code on photo attachments
Is there a way to keep the GEO coding on a photo attachment. We have photos that will be attached to a Smartsheet. When the document is submitted the office staff are going to need to download the photo and upload to a Government site that requires the photo be GEO coded.
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Conversation and Attachment Indicator at the Sheet Level
Color code or indicate when there is content in Conversations and/or Attachments (Icons) at the Sheet Level. This would eliminate clicking on the icon to see if there is content to view. See attached for an example.…
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Include Attachments in Automated Emails?
Is there a way to include attachments in automated emails? I want to automate communication to simplify a work process. Currently, emails are sent manually and occasionally contain attachments. All of the information my staff would include in the email is in the sheet, so being able to drag an attachment to a line and then…
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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Exporting Attachments to Google Drive
Smartsheet is very useful for collecting data through forms from non-users and organizing it in a database, from which automations can be run. The "generate document" automation is one I use particularly frequently. It's very helpful in making "receipts" of the most crucial information for other parties to review in a…
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Multiple File Upload Fields on Forms
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.