Attachments

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…

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?

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…

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?

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…

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…

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…

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!

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…

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.