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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!
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Adding an Attachment from Dynamic View is Not Triggering an Automation
In my Dynamic view, I have allowed users to add an attachment (this is the only update they need to make to the row). In my sheet, I have an automation that is triggered 'when a row is changed' and an 'attachment is added or changed. The action is to change a cell value. When I add an attachment via the Dynamic view, the…
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Use Data Mesh to Move Attachments/Comments Between Sheets
It would be fantastic if we could move comments from one sheet another, but ESPECIALLY helpful would be the ability to use Data Mesh to move/merge attachments.
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Preview all files and attachments: Excel, word, etc
Idea - Opening a preview of an Excel file (similar to the current PDF previews) when it is an attachment on a row in my Smartsheet. Example from my work - I really would appreciate the ability to preview Excel sheets so we can tell if the document submitted is our new Fiscal Year 24 form or the "old" fiscal year forms that…
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Where the attachment stored
Hi All, I wanted to inquire about the attachments we upload to tasks. Specifically, where are these files stored? My question pertains to the security of the data and the environment in which these files are kept. Thanks