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Attaching Excel file to dashboard
Is there anyway to attach an excel file to a dashboard where when you click the link or image it will download a copy instead of opening a web version. I want people to be able to click on the link and have a copy download and open so they can input data and the save this excel file and then attach it to a row using forms.…
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Current Plan: Free
Hello! My trial expired and my current plan is free now. I have clarifications: If I attach files on a sheet that is not owned by me, can I do it or is there a limitation. Can I create a dashboard? Can I create a report from a sheet that is not owned by me and it is just shared to me. Do we have a summary of the things I…
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I have an excel sheet with at least 4 tabs, and i want to transition that over to Smartsheets
qqqCan anyone assist me in how i can do this, i know smartsheets doesnt include tabs. Below i will give an example. How can i make this reflect in Smartsheets, and as i get new associates, I would need to match them up to a shift? I hope that make sense. any assistance would help, thansk in advance.
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How to make an attachment mandatory, in a form
Hello! I am creating an intake form which requests multiple attachments. Is there a way to include an attachment request, within a question, and make this "required" to confirm it has been uploaded? I am new to the community and appreciate any advice here. Thank you so much!
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Is there any way for unlicensed users to generate docs when Upload Attachments is turned off?
For security reasons (i.e. unable to specify which server the attachments are stored on) I have to leave the Upload Attachment option turned off. Box attachments is our only selection. Due to this, the Download option under Generate is the only method that works to get a document - and that is only available for licensed…
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Can Data Mesh transfer attachments from a source sheet?
HI, Our users would like to have attachments from the source sheet transfer over to a target sheet. We are using data mesh to transfer over data. Does data mesh support this? Yari
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Add attachments to PDF from Document Generator
We have operations teams performing tasks where they also take pictures via the mobile app. Our sheet then automatically creates a PDF to share with the client. However, we have to download the pictures separately and attach them. This slows up the process significantly. Either be able to attach the pictures directly or…
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Flatten Generated PDF's
I like the existing Auto Generated PDF's but am frustrated by the change. A PDF with 6 fillable fields generates a 55mb file. Once I have reprinted that pdf, it shrinks to 166kb. Is there a way to add an option to flatten pdf's once printed.
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Forms - Previewing (validating) attachments before submitting the form
When users are utilizing a form, and they append an attachment to the form, we request the ability to preview or validate the attachment before they submit the form. For example, on email after you attach a file, you're able to open the attachment to be certain that was the intended file to submit.
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Emailing attachments without links to sheet
Hi there. Somewhat tech savvy here, but my expertise is in professional development, specifically in healthcare, and I'm falling short of figuring this out on my own. Here is a little background info. I issue a certificate of continuing education following most of the classes I teach. I have created an evaluation form and…
