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Box.com Integration
This is an idea for an improvement to the box.com integration. Ideally, SmartSheet would allow attaching a document from my desktop directly to a row in SmartSheet while storing the document in Box.com. For example: 1. Drag and drop a document to a SmartSheet row / attachment. 2. Automatically create a folder in box.com…
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Can I attach a document as help text in a webform?
Hi there, I need to include a budget template in a webform I created. My initial thought was to embed a link to the template, but it does not appear to be possible to put a hyperlink in a Smartsheet webform. Can I attach a word doc/excel spreadsheet to the webform help text somehow? Best, Molly
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Contract Managment
Has anyone created a smartsheet to manage contracts?, specifically to perform the below activities: * track total amount vs. payments * track payments against deliverable complete * track contract term * track contract amendments : to extend the period, increase the budget, adjust terms of reference, etc. * Track invoices…
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Looking For a change Order Template that is fill in and can add photos or media
Looking For a change Order Template that is fill in and can add photos or media
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Storing Video as an Attachment
Is it possible to store a video as an attachment on Smartsheet? I'm trying to create a method to train our field service personel and would to know if there is the ability to download a video to their phones/tablets - or to upload a video frmo their phones to a smarsheet line. Would appreciate any advice. Thanks Brian
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Notifications
Hi Guys, Im trying to set auto Notfication I have a Project sheet with Date type of coulmn called "Last Updated" I have another text Column Called balance Due I want to Create a notification if Balance due is higher then 0.00 Send Reminder 2 days after the date in the last updated Column and if not do able with smartsheets…
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Creating an Alert for Attachments
I'm using a Form to collect data that is populated in Smartsheet, and the form asks each user to include an attachment with their submission. I'd like to be able to mandate that the form cannot be submitted without an attachment OR set up an auto-notification to the user submitting the form to submit an attachment if that…
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Emailing out of Smartsheet
How do I email to one or more email recipients out of SmartSheet attaching previous Attachments that I have made on various rows in SmartSheet?
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Moving Massive Qty of Rows
Good Afternoon, I'm currently dealing with a minor issue with SS while moving rows. Once a month, we move a single months worth of data from our main Completed sheet to an Archive sheet I have created, to keep record of previous rows that have been marked complete past 3 months. I do this to keep the loading time down in…
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Smartsheet Document Library
Has anyone at Smartsheet considered a document -folder/file library built into the platform? I want to allow sharing with an integrated document library so they can use these documents such as fillable PDF's/Word/Excel together with rows in the sheet. This is for a project management system- with a number of stakeholders.…