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Alerts Not Sending Even if Adding an Attachment is the Trigger
I'm trying to create an alert so that when someone attaches a file to a row, the attachment and row information gets sent to someone else, but I can't seem to get it to work. Here's the workflow set-up: I DO get an alert if a new row is added with an attachment, but I need an alert for a row that already exists. I DO get…
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Sending automation (alert) including an attachement
Hi, I have row with either one or two PDFs attached that the document builder just created based on the data from the row. I'd like to add an automated trigger to send the attachments to the user (contact in a column). Is there a way to just include the attachments in an alert email? Thanks, Zsolt
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Graphs from Excel into Smartsheet
Is there a way to take a graph that was created in Excel and import it into a Smartsheet? I can do it via a dashboard but I would like to have it directly on the sheet with the data.
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Why is my Download Files link grayed out?
I am trying to download multiple files from a smartsheet into a zip file but when I go to click download files the link is grayed out and I cannot click on it. Any ideas why that would be? I own the sheet so it shouldnt be permissions based. Thanks!
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Generate Documents - Wrap text
I just started using the Generate Documents function, but immediately something came up for which i can't get my head around it. I have a field wich i fill with a small piece of text. No longer than 2 sentences. The column for that piece of text is set to wrap the text. However, when i generate documents from a fillable…
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Restricting access to one of two attachments
In our current workflow, there are two PDFs attached to a row which then automatically emails them to my boss. My boss needs access to both those two PDFs; however, after my boss enters his information, an automation forwards my boss's responses to personnel outside of the business. We want the outside business to have…
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Can I upload the same attachment to multiple rows at a time?
Hello, Is there a way to upload one attachment to multiple rows on one sheet? I often upload numerous rows into a sheet from a prepared excel spreadsheet, then have to manually upload attachments one-by-one, even thought it is the same attachment on multiple rows. It gets tedious and seems like there should be a better…
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Attaching a file to a sights widget
I have attempted to link a file (from onedrive) to a widget in sights and have also attempted to upload from googledocs. When the user clicks on the link or file, the system takes them onedrive saying access denied or to googledocs online. How do i attach a word doc so it is not connected to onedrive or googledocs?
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Copying Attachments Between Sheets
Is there any way to copy attachments between sheets automatically without copying a row? I have a master intake sheet where each row is a different project and attachments can be added. I would like those same attachments to be available in the metadata sheet of the individual project. Basically, the project metadata sheet…
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Vaccination Status/Testing Report
Does anyone have an easy solution to tracking employee weekly testing? My thought is that any employee that shows as unvaccinated will receive an alert each week to upload their test results. (I don't have a problem setting that up). From there, if an employee doesn't upload the test results each week then an alert will be…