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Send a Form as PDF attached to an email
Hi, Could we have a form generated as PDF in Smartsheet and sent by email to a specific user (email address)? So this user could fill it and send it again. I checked we could have the form sent as link by email, but I need to know if it is feasible to transform it to PDF and send it by email. Any suggestion or solution?…
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Automated approvals
I have set up a workflow with multiple paths I come to a stop when I get to Decline. Here is my issue We set up an invoice approval flow The 1st step is to have an internal review and the 2nd is to the customer for approval. When there is a decline on the 1st step the next step is to request an update to revise the…
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How do you edit existing URLs/Links on row attachments?
Is there not a way to do this? See pic
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How do I find a smartsheet expert for hire to help build out our workspace?
I am building out a new workspace for some large marketing intergration projects. I am way over my head with smartsheets, but I have used it to complete amazing M&A sheets. I want to start intetegrating smartsheets into the operating side instead of just the due diligience side of the business.
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Filter what other can see&edit
My Company from Slovenia is using SmartSheet to track inquires/sales all over the world. Each inquiry gets its own line and we enter in this line also country from where demand came from. Curenty we use this sheet only internal- only in company headquarter here in Slovenia. Today our exclusive distributor from Germany…
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I would like to change a cell if an attachment is received
I need to send reminders to suppliers for them to attach specific files such as datasheets etc. Once the file has been received I would want Smartsheet to stop sending further reminders. I think possibly a solution is for a cell to change status if an attachment is received. I could then create a logic statement which will…
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Send alert/notifications including headrow and children rows in the attachment
Hi All, I want to send automated notifications to my employees containing their absence records. To do so I need to be able to send their Head row (containing their remaining balance of sick days/holidays/bereavement leave ...) and their children rows (1 row per period of absence) as attachment. So far I can only do this…
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Creating a Link in Dashboard from local drive
I have previously been able to create a link to a local drive document on a dashboard but now don't seem to have the choice. Can someone point me in the right direction please? I have the options of Google Drive; OneDrive; Box; Dropbox; Evernote; Egnyte Thanks
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ERROR: a resource is busy or you lack sufficient access rights or permissions
Hello, I am unable to take an email document stored in smartsheet and save to box. I have tried to download the email, save it to computer desktop and receive the error. "a resource is busy or you lack sufficient access rights or permissions" I have tried to download the email document and while the email is open chose…
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Drag attachments from Outlook to Smartsheet.
I cannot drag an attachment straight from an Outlook email into a line in Smartsheet. First I need to save it localy, then attach. This is time consuming. Is there a way around (setting) I am missing? It would be nice to actually drag an email in Outlook to Smartsheet too. Thanks, Dave