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Merged: Attachment & comment Inclusions on email alerts even when added days before the trigger…
This discussion has been merged.
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Data Shuttle Synch Capability
Hello - I need to set up a sheet based on an employee roster that will be updated quarterly. I'd like to use a Data Shuttle upload workflow to attach the updated roster to the sheet and have it automatically remove termed employees and add new rows for those that are new hires, without deleting the existing rows in the…
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Allow file upload extensions to be all caps
It took me an embarrassingly long time to figure out why I couldn't upload a MS Project file. I don't use or have a license for MS Project but am working to convert others to Smartsheet. The file I was given was named something along the lines of "FileName.MPP" and I kept getting an error on the upload. Eventually, I…
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Managing Emails and Attachments
Hello, I manage a team that receives lots of vendor invoices via email as attachments. My team is responsible for sorting and actioning each invoice....its over 300 per month, and they some times can't action them right away. Currently they're manually creating rows for each invoice in a smartsheet. Is there a way to…
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WorkApps Attachments
When I add an attachment directly in a sheet, if the attachment has the same name as a previous attachment, it will prompt me to add as a new version (yes please), but NOT in WorkApps -so we're ending up with a bunch of copies of the same documents that really should just be version updates. Can we get this updated in…
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Workflow is not sending attachments?
I have a workflow that sends me an email with specific fields when something changes. I also have the "an attachment" option selected so it will send the attachments as well. However when it gets triggered it sends me all the fields I am asking for, but is not sending the attachments. What am I doing wrong, or is this…
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Adding Google Drive Attachments Error: Troubleshooting Steps
Hey Community, Our Support team has been alerted about an error received ("API developer token is invalid") when adding Google Drive attachments to a sheet. This problem has been reported on multiple Google forums (see here and here) and has been attributed to either an issue with the browser’s cache, an ad blocking…
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Drag & Drop Emails from Outlook to Smartsheet in Chrome & Email is Deleted from Outlook
When dragging the email from my Outlook window to Smartsheet in Google Chrome it removes the file from my Outlook entirely and the email is gone. I tested this in MS Edge and confirmed it does not happen when using Edge; the file copies and uploads to Smartsheet without deleting it from Outlook. * Windows 10 Pro for…
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Attachments
Hi All, Is there a function that removes attachments and move to other sheets without downloading? This would be really helpful as our project requires attachments to be referenced on multiple sheets and downloading each attachment is time consuming. Looking forward to hearing from you soon and thank you in advance
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Security/Risk Assessment Form
I'm looking to create a single form or multiple forms that link to each other, if needed. I'm trying to have a Security/Risk Assessment form that I can send to acquired companies to begin filling out as part of integration efforts which will require attachments. Right now I only see one way to upload files and that is once…