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Assessing .csv from MS Teams
Hello I am trying to leverage MS Teams as a OneDrive sharepoint file location for DataUploader to use for scheduled uploads. DataUploader recognizes the file location and tries to grab the specified .csv file. The .csv is useable - I can manually attach the exact file to a sheet and DataUploader executes. This is the error…
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Attachment in Alerts (without attachment as trigger)
Hi Everyone, We have an intake form which is filled by our design team with project details and drawings as attachment. Once received, we review the details and allocate a project manager (PM). We have set up an alert to be triggered to the concerned PM once he is allotted the project. We want the drawings to be sent along…
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Smartsheet - Dropbox - MS Word document editing on Ipad
Hi All, I have Word documents I am attaching to a smartsheet, that I would like a team member in the field who uses an Ipad, to be able to edit easily and save back to Smartsheet. Without too many steps involved. PDF is also an option. What are my options here? So far I can't get it to work with Smartsheet, attaching from…
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Notification with Attachments
Hi there, I would like to send a notification with an attachment based of a status change. The notification works, but doesn't include the attachment. I have seen on the community that this is not possible in SS - is this still true? If so, do you know of any good apps/software to automate that process? I have looked into…
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My Smartsheet Wishlist
I wish, I wish upon a sheet that these will someday be a reality...if some of these are already posted, I apologize... Product team - most, if not all, of these were sent to Scott Willeke verbally or via e-mail so he could lend more context. These items are some of the things that would make Smartsheet even smoother.…
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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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Attachments specific to dynamic views of a base sheet?
Hi, I know when making dynamic views you can choose whether to let the users of this view add or see row attachments, but is there a way to limit attachments by view? i.e. categorize the existing attachments and only have certain ones available in certain views? Or if say 10 attachments were added to a row from a view "A",…
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How can I stop a "send as attachment" email notification on a deleted report?
I had set up a weekly schedule to send a report as an attachment for a team member. This team member has now left the team, and I deleted this report as it was only relevant to them. I assumed that would end the weekly notification emails being sent to them, or I didn't really give it a second thought since that email…
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Workflow Attachments to a Non-Shared Recipient
I have a workflow that, when triggered, goes to a recipient not shared to the underlying sheet. Is there a way for that person to be able to see the comments and/or attachments via the email notice without me sharing the sheet with them?