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Automation to Combine Multiple Row Attachments into a Single PDF
I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…
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Merged: Combine or merge PDFs
This discussion has been merged.
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Link to Download Attachment Missing
Hi, I have automations in place to generate various documents, based on the form completed. Once the document is generated, the user WOULD receive an email that included a message I create and then a link (at the very bottom) for the recipient to click on to download the generated document. Now, I still get the email but…
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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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Does Smartsheets track email bouncebacks
If I'm sending automated emails to contacts, will I know if an email isn't delivered? In my testing with a fake email, it didn't appear to generate any kind of bounce back notification (unless testymctesterson@org is actually taken!). I was looking for some sort of report connected to the automation and couldn't find one.…
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If someone has multiple rows where their contact appears, can they just receive one email?
Hello, I'm trying to not spam the people I need info from. I have 600 courses and need the course owners to fill in some info for me. Some people are the contact for 30 courses. If I just send an automated request for an update, they'll get 30 emails. Can I automate an email so that each contact just gets one request if…
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Issue with Email Notifications via Workflow Automation
Dear Smart Community, I am experiencing an issue with a specific email ID that is not receiving notifications triggered through workflow automation. However, the user is able to receive emails when I send an update request manually. I have tested several scenarios in coordination with the IT team. For example, when…
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Cashflow Automation
Hello Community! One of the biggest requests from leadership is the ability to predict cashflow. I created a manual way to do this in my project portfolio but wanted to see if anyone could help me automate this. The cashflow should link to the dates and when the dates change it changes the cashflow. I created a video…
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ワークスペース招待時のメッセージ重複について
ワークスペースにユーザーを招待した際、Smartsheetから招待メールが通知されるかと思います。 その際、通知されるメッセージ内容が重複して表示される事象が発生しています。 同様の事象について原因や解決方法をご存知の方がいらっしゃいましたら、ご教示いただけますと幸いです。 具体的には、以下のような内容のメールが送信されています。 ※一部伏せています 次のワークスペースに招待されました: 〇〇株式会社｜デモ環境 〇〇（ユーザー名）さんがワークスペースを共有しました 〇〇株式会社｜デモ環境 お世話になっております。 〇〇です。 打ち合わせ時にご紹介したプロジェクト管理用のデモ環境を共有いたします。…
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Automation
I set up an automation - with very specific details. I included just a few of the smartsheet fields which were needed. One of the fields includes a checkbox with items that were checked off to be included in the automated email. Although it seems that we set it up properly, it is not working and that column shows up, but…