Attachments

 

Discussion List

  • 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…

  • Merged: Combine or merge PDFs

    This discussion has been merged.

  • Merge all attachments of a sheet into one PDF?

    Is there any way to automate merging all of the attachments of a sheet into one PDF? I was thinking of using zapier or Microsoft Flow but I haven't been able to figure out a good and simple way to. Ultimately I want the end users to be able to do so with only one trigger (after the sheet has all of the attachments.) Thanks…

  • 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…

  • Display Attachment Names in a Column

    Hi everyone, Is there a way to display the attachment name(s) in a column?

  • 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…

  • 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?

  • 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…

  • Merged: File Attachments part of Smartsheet Forms Notification Email

    This discussion has been merged.

  • 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…