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Adding attachments to a generated document.
I’ve created an automation that generates a document and forwards it to the individual specified in a cell. The line item also has several additional attachments associated with it. Is there a way to include those attachments with the generated document?
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Distinguish Access Acceptors from Admins
Our sheets & workspaces require many people to have Admin level capabilities, which means that when someone requests access to a sheet or workspace, that email is sent to every Admin. This causes confusion and higher risk of no access granted (because people have learned to ignore the emails) or the wrong level of access…
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Rolling budget/spend tracker
I have a bit of quandary with a recurring task, wherein I am tracking weekly budget allocations and tracking what is NOT spent. Currently, I have a basic sheet where my contractors/vendors upload a patient record, which is just a sign-in sheet, and I manually count the hours used. Each of these sheets represents a maximum…
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Why would workflow automation show smartsheet in search
I'm trying to work on automating lines on Smartsheet and implement copy row feature. When I click on the COPY TO field and try to search for a specific sheet for "select a destination sheet", it's not coming up. What could be the potential issues? I've seen the sheet not pop up on search for a few hours after creation, but…
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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Attachments for Non-Subscribers
I use Smartsheet for construction management (scheduling and quality control). I currently have an automation established to send a notification to a contact in a specified column when a row is added and assigned to them OR if a change is made to row that is assigned to them. Can I set-up my smartsheet to allow…
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Exporting Attachments to Google Drive
Smartsheet is very useful for collecting data through forms from non-users and organizing it in a database, from which automations can be run. The "generate document" automation is one I use particularly frequently. It's very helpful in making "receipts" of the most crucial information for other parties to review in a…
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One-time pop-up Confidentiality Acknowledgement?
I use Smartsheet as a virtual data room, with each Workspace dedicated to a specific project. I will then invite different downstream colleagues to the project sheets. I would like to set-up a Confidentiality Acknowledgement statement that the colleague has to click on "Acknowledge", before being granted access to the…
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Automation w/ nested If, Then, Else capability
I have a worksheet where every line is one of four "types". Once each line is worked and completed I move those lines to an "Archive" sheet based on their "Type". Currently I have four separate automations that move a single "type" to it's respective worksheet. The way I see current automation possibilities only allows me…
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自動化設定でシートサマリの情報を使いたい
自動化で通知ルールを設定しようとしてます。そこで通知の宛先を、シートの列情報として保持している連絡先情報でなく、シートサマリの方で表している連絡先情報に対して設定できないでしょうか。。？