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How to make my automated email only send once?
Hello! I am going to explain as best I can. So i have a automated system setup and currently i have where they fill out a form and it then auto creates a Fillable PDF. That gets sent to them which they have to get signed and re submit it into smart sheet. I have it set up where it send an alert which has the PDF and then a…
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Copy/Move Attachments between sheets
I am currently using DataMesh to copy data from one sheet to another and wondering if anyone has ideas/options on how to get attachments copied over to the new sheet as well. I can't use the copy row feature because there are a number of rows on the original sheet that are unnecessary, and the column names are different on…
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Allow BRANDFOLDER attachment option to be configured in Admin Center
"Brandfolder" is not currently provided as an option for attachment configuration in the Admin Center. (E.g., A SysAdmin role cannot turn this attachment option on or off.) We have not purchased Brandfolder. My current client has high security requirements, and only allows documents to be attached to a sheet via the "URL"…
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Show Attachments on a Smartsheet Report
I have an ask from our management to highlight the sign-off of requirements for our projects. In our current state, our team uses a fillable PDF that is signed electronically by our stakeholders and then attached to the corresponding row in the Project Plan sheet that contains the milestone for sign-off. I am being asked…
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Tracked changes in Word Documents Attachments
Hi, We are trying to upload word documents to a row, which includes track changes. While the tracked changes are visible in the original document, they are not once it is attached to the row. Has anyone experienced that? Is there a solution to this? Ute
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Use smartsheet data to generate a document that maintains fillable blanks for the recipient
Use: We are using smartsheets to maintain client progress. We have forms that are pdf fillables mapped. We generate these and then email them to the account manager. At that point, the manager still has information to complete ie- other questions on the form that were formatted in acrobat pro to have fillable blanks that…
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Moving Row Attachments
Is there a way to move an attachment that is at the row level to a different row without having to delete and reattach?
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Email attachments generated from the Create Document Workflow
I cannot figure out how to email attachments created with the create a document workflow. I have send alert on attachment and the email goes out with no attachment ( include attachments is checked in workflow). I'm getting frustrated...help!
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Is there anyway to automate the process of moving an attached image to a cell?
The Smartsheet that I'm currently working on generates a document with images in it after a form is submitted. The images won't be placed onto the generated document, however, until someone manually moves the attachments to the individual cells. Is there any way to avoid doing this manually for every entry? It is similar…
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Attachemnts from email
Hi, I have just within the last week started using Smartsheet. I would appreciate help with this flow: We would like to have a sheet listing all the attachments coming with mails the projects is receiving. I have made a flow with “Insert row” in Smartsheet from Outlook “when a new mail arrives in a shared mailbox”. The…
