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Auto-push sheets or reports To updates
I have two reports being sent each month with different "To" contacts. I want to add a new person to the list, yet cannot see a way to do this without creating a new automated report. Is there an easy way to manage the people receiving the report?
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How do I give an outside user access to ONE row of a spreadsheet?
Here is the deal. I run a wedding video studio. I just made a smartsheet questionnaire (form) to have all of our videographers answer from the smartsheet app on their phones at the end of the shoot to inform the editors of anything they need to know about, etc. One of the questions asks them to upload photos they took from…
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Regarding DocuSign integration: Is there any way to combine Workflow + attachments?
I'd like to use the workflow to have a variety of fields and the signees autofilled, but there doesn't seem to be a way to include an attachment from smartsheet in the workflow. Alternatively, I can create an envelope from an attachment in Smartsheet, but then I have to rebuild the fields every time and I can't have them…
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Send as Attachment Down?
Hi All, I have several who have reported not receiving their usual attachment recurrences since late yesterday. I did a send as attachment to myself as a test and to several others to no avail. Is anyone else experiencing this today? -Chris
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Row Sharing
We use Smartsheet in our IT dept. for a few months now. 13 licensed people at this moment, especially to manage projects/tasks, in EMEA, China and US and we like to expand. Everyone was very enthusiastic in the first weeks, but the biggest problem is: row sharing. We work with external consultants a lot and we want them to…
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Alert when there is no attachment
Is there a way to send an alert when a record has no attachment? I have a sheet with checkboxes indicating documents have been attached. I want to get an alert if someone checks the box, but forgets to add the attachment. Anyone have any thoughts on how I could do this?
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FILE UPLOAD ERROR
Is anyone else having trouble uploading files to a row or sheet?
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Dashboard Viewing - Send as PDF
There are options to send sheets and reports on a recurring basis, but there is currently NO way to send a Dashboard as an email attachment on a recurring basis. The dashboard link is difficult to view on an ipad or mobile device. We would love to see the option to send a dashboard as a pdf or png attachment to an email on…
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Attaching google doc, pulls up the sheet's creator, not mine
I am using a single license Smartsheet application. When I want to attached a google doc and click on the paper clip icon to insert, it gives me the choices of different locations. When I select Google doc it brings me to someone else's google drive. It is like it is linked or preset. Where to I change that or reset it?…
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Drag and drop from Google Photos
Is there a way (or an add in) to drag or attach photos directly from Google photos to the attachment window in a sheet? I know I can upload from a Google drive but that requires me to save my photos to my drive. The other option is to save them to my computer. It's cumbersome to do that.