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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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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…
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Automation for Sending an Attachment
I have a SmartSheet where some rows have attachments and others do not. I would like to check a cell on specific rows and have SmartSheet automatically send an email to the contact for that row with a copy of the .pdf attachment for that row. Specifically, I have a column entitled "send to contact" that can either be…
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Transfer attachments between sheets
Is there a feature available to set up a workflow rule that triggers when a new attachment is added to the source sheet, the rule would then automate the transfer of that attachment to another sheet?