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Invoice Signatures using DocuSign
Good Morning Smartsheet Community! Our company currently has a dollar amount threshold for the review, approval, and signature of any estimate, quote or invoice. The approvers currently use DocuSign to approve, sign, and date documents sent to them via email. Is there a way I can attach the document to a row that gives…
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auto attach a template sheet when new row is created
I'm looking for a way to automatically attach a sheet which in this case is a checklist template, to a new row that is automatically created when a form is filled out. Any thoughts? Thanks! Bob
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How to add a new row along with an attachment using Smart Sheet API
Hello, We are trying to a build an integration between an internal tool and smartsheet. As part of this exercise, we will be downloading data from the internal tool and create entries/rows to Smartsheet. Some of these can have attachments. Based on the documentation available, I understand that we can create a row, get the…
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Auto Attach a File from Google Drive to a Specific Row
Hi I am wondering if the following would be possible. Auto Attach a PDF file from Google Drive to a Specific Row if the file name and Primary Column Name match. For instance. A file is uploaded to google drive called: SM-15C-PL0022-XFR-PIPE.PDF This name also matched the Primary Column name: SM-15C-PL0022-XFR-PIPE So the…
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.WAV Files
Hello, I noticed that I can attach .wav files to the form however when I try to play it, it doesn't work. Anyone know why? Note: The file size is only 590KB. Cheers, David
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Dashboards - Linking to Attachments in a Sheet
I downloaded the template set for Policy Governance and Rollout. There is a SHEET called "Policy Governance Inventory," which has great information for tracking policies, their status, etc. The attachment column is great for easy access to each published policy. There is also a Dashboard included in the template set. The…
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Form attachment not showing in the Smartsheet grid
I have a form built for incoming requests that includes an attachment field. When the form is submitted, the document does not show in the grid (or any other view) as an attachment. How can I update the form-to-sheet flow to ensure the form's attachment is added to the incoming row?
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Row/Column Level Access
I have sheet on which people from multiple departments will have access to. A couple of my requirements: 1) I'd like certain departments to be able to see only the data in specific columns only relevant to them. Is this possible? 2) There are 3-4 attachments that will be added to the rows. I do not want departments having…
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Dynamic View - New Item Submission
I'm creating a new view in Dynamic View and I have enabled new item submission as well as user can display and add attachments. Unfortunately when actually drafting a new item submission I do not see an option to add an attachment the same way I would in a traditional form PRIOR to submitting the item. The attachment…
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how to link cell attachments to another cell
Hi, is there a way to link cell attachments to another cell? I am essentially trying to create a BOM below an assembly drawing with each of the part drawings, however the part drawings are already saved elsewhere on Smartsheet, so if I create a new cell with these drawing without linking, it is likely that one of the cells…
