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Count how many jobs start in a month
I am trying to create a formula that counts how many jobs are due to start in a month, that havent already been started. I have created the below formula to try and count the jobs in the current month: =COUNTIFS({Tippa JC Status}, ="", {Tippa Start}, MONTH({Tippa Start}) = MONTH(TODAY())) Then I try and modify it to the…
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What is the easiest way to achieve sheets with attachments?
Hello, We have sheets with attachments and would like to archive them for future use. Other than "retiring" them and moving them into a Smartsheet folder, or downloading all the attachments and putting them on a drive, is there a better way? What are the best practices for this? Thank you in advance! ER
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Attachments and automation workflows
We currently have PDF attachments to rows in smartsheets that automatically email the row information and attachment to my boss. Currently, the attachment is located at the bottom of the email. Is there a way to move the attachment to the top of the email? In my automated workflow, the attachment is one of the first to be…
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Is there anyway to receive responses from a form in pdf?
Hi Smartsheet community, Does anyone know if there is a way to get captured responses from a form sent as a attachment in pdf format? I know you can get a regular email with the responses, but in my case I need to send the response to an exec to do final sign-off via Docusign (I was late to the docusign smarthseet…
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Notification except if attachment are available
I want to be able to automate notification to certain users in case a row is modified, but only if this row does not have an attachment. How can I do it? I tried adding a condition to the trigger for notification, but the field "attachment" is not there, so I can't put a condition on the presence/absence of attachment. Any…
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Getting attachment when attachment is added or changed to a row.
I dont know much of programming and I am not a developer. But I would really like to get attachments from a row in Smartsheet. Posibly automated, so when attachemnt is added or changed in a row, this triggers API. I was looking for a simpler way to do this, either directly with smartsheet, or with a third app like Zapier.…
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Mass file transfer from One Drive folders to Smartsheet Attachments
Hello, I'm wondering if this is possible through the One Drive connector, any automation tool, or API. I have roughly ~1,000 folders in OneDrive, and the folders are named by client ID. Each client has 1 row in a smartsheet tracker, and the primary column is the client ID. The goal is to have all of the attachments in each…
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Yet Another Question on Email Attachments
Hi. I'm looking to receive an email notification through a workflow when a row is added. When one of those rows include an attachment, I want to receive that attachment as part of the email. I've seen a few posts about it - and the solution always involves clicking advanced options and marking some checkboxes. For whatever…
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Formstack pdf returned to Smartsheet
Our current setup is Smartsheet information to Zapier to Formstack which emails the pdf to us. I would like to have the form sent back to Smartsheet, to cut out the email, & according to Formstack (Overview tab) it is completing this process however the form does not appear in my Smartsheet and I do not find that it has…
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Access attachment metadata in Automation?
I have a sheet with multiple users who share attachments with each other. The first user attaches a template to a specific row that the second user downloads, completes, then adds the completed document as an attachment to the same row. I want to set up an workflow that will alert the first user that the second user has…
