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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…
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Is there a way to test to determine if a row includes an attachment?
We would like to be able to send users a reminder that they forgot to attach a file without having to open Smartsheet, look for the attachment and send an update request if the user fails to attach the needed file. Since I can't find a way to reference attachments in an if statement, is there any other way to determine if…
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Send as attachment - PDF + Excel ?
Hi Guys Another day another Smartsheet query - is it possible when sending a report as a scheduled attachment to send both the PDF & the Excel in the same email? Or is there a workaround in order to do so? Thanks! :)
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Can you automate attachment exporting?
We can export sheet data automatically using tools like Power Query but is there a way to get attachments out of smartsheet and into our server? Or is this something that needs to be done by hand? Thanks