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Ability to paste a screenshot directly into Conversations > Comments or Attachments
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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Is an automated export of a Smartsheet to an Excel file possible?
Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…
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Display Attachment Names in a Column
Hi everyone, Is there a way to display the attachment name(s) in a column?
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Automation to Only Include Attachments and Comments
Currently an Update Automation and a Request for Approval Automation cannot only include the Attachments and Comments. It must also include another column. It would be nice to have an automation that only includes Attachments and Comments. This would allow someone to review the attachments and provide comments when there…
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Edit message within scheduled "Send as attachment" PDF Report
I can see how to edit the recurrence of a scheduled "Send as attachment" PDF version of a report, however can't seem to figure out how to edit the "cover message" text that goes out with the PDF. What am I missing?
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How to Get Attachment to Work on Automation
Hello All! I have an automation that is set as Trigger: When a Date is Reached —> Run Once on Date at 5pm. Conditions: Where two separate checkboxes are checked. Alert someone—> Message, Link to sheet and specific fields (an attachment). The automation worked except the attachment. It wasn't included at all on the…
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Merged: File Attachments part of Smartsheet Forms Notification Email
This discussion has been merged.
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Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
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"File Didn't Attach. Try again"
When I try attaching files to lines on Smartsheet, I'm getting the error message "File didn't attach. Try again." Does anyone know of a solution?
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Copying/Exporting Comments and Attachments
Our teams love to communicate updates on their Smartsheets, but I'm wondering what the options are to copy/export these conversations and attachments. We'd like to archive the information into the project folders at closeout, but we would also like to be able to view the comments/attachments on some type of project…