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Sheet owner cannot attach emails
I have a sheet owner who cannot drag and drop emails from new outlook but can from classic outlook. Has anyone encountered this and is there a way to change a setting to allow from either classic or new?
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Data Shuttle Not Saving Smartsheets
I have been using Data Shuttle for years, using the same Smartsheets and workflows. Suddenly (looks like just since May 1st) my dashboard, which is my end product, is not updating. Here is the way the workflow works: I attach an excel spreadsheet attachment to Smartsheet #1. Data Shuttle #1 merges data from source sheet…
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Better Document Generation Attachment Options
It would be good if we had more control over how Document Generation Attachments are added to a row. We have a use case with two Document Generation workflows – one for updating a PDF during preliminary statuses (New, Revised, etc.), and the other upon reaching Approved status. They each create a PDF with the exact same…
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How to recover a deleted project plan
I thought I was deleting suggested templates, but when I deleted a workspace, it deleted a sheet I generated in the workspace. Can I recover the sheet?
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Is there any way to paste a screenshot directly into the comments or attachments for a row?
We used Asana in the past, and it was extremely easy to take a screenshot and then paste it directly into the comments section of a task/row. I'm not seeing any quick way to do this in Smartsheet. Is the Smartsheet process to take a screenshot, save it, and then add it as an attachment? If so, this is super inefficient. We…
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Must have Box account to attach file to dashboard ?
When I select Add shortcut, then Attachment, the only option I see is Box; if I click Box, I am able to search Box. Why can I attach file on a sheet, but not on the dashboard without Box?
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AI-Powered Document Analysis – Turning PDF Documents into Smartsheet Workflows
Dear All, We recently hosted our live webinar: “AI-Powered Document Analysis – Turning PDF Documents into Smartsheet Workflows” – and we had a great turnout with nearly 300 Smartsheet users joining us. The feedback has been overwhelmingly positive – especially on the live demos, which showed how much time and effort this…
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Record the user who last attached a file to a sheet
Good morning! I'm trying to make a work-flow for 1 sheet that has 2 users. I am the sheet owner and I've created a data shuttle that updates all of the rows on the sheet every time one of us attaches a file to it. When we attach a file - it updates a to do list for the week. Whomever is attaching the file is working…
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Record date and person who last attached a file to a sheet
I love data shuttle - and have built so many of them into my systems, both automated data shuttles and integrating data on attachment. We are a team of 2 people managing a common database, we have divided our tasks up into weekly and monthly tasks. We swap who is responsible for these tasks on a monthly basis to shake…
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Is there a way to change a filename automatically?
Hi Everyone, I have been looking to change the filenames for uploads automatically using the Smartsheet cell. I am not sure if I would have to code this myself using the API or if there was an automatic way to do this within Smartsheets! Thanks!