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Downgrading Plan from Business Plan to Pro Plan
Hi Smartsheet Community, I’m looking to downgrade our Business plan to a Pro plan, but I can’t seem to find an option to do this. I tried purchasing the Pro plan again, however I’m always redirected to the Plan & Billing page where I can only view our current subscription, and there’s no option to switch or downgrade. Has…
How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
Ability to hide attachments and comments on published reports
I have the need to share published reports with customers, but i don't want them to see the conversations that exist on the line or the attachments we use either. It would be great to be able to hide those for published reports.
Merged: Line Attachments as Condition in Automations
This discussion has been merged.
Add same file to multiple rows at the same time
I have a list of 131 employees and as the Training Lead, I have to add proof of training to each employee for each training in their separate reports. Currently, I have to do this one-by-one, which obviously takes up a lot of time, especially when I have 30 trainings to do (30x131=3,930 times). It would be very helpful if…
GEO code on photo attachments
Is there a way to keep the GEO coding on a photo attachment. We have photos that will be attached to a Smartsheet. When the document is submitted the office staff are going to need to download the photo and upload to a Government site that requires the photo be GEO coded.
Merged: Organizing Attachments in a Sheet: drag and drop or reorder
This discussion has been merged.
Include Attachments in Automated Emails?
Is there a way to include attachments in automated emails? I want to automate communication to simplify a work process. Currently, emails are sent manually and occasionally contain attachments. All of the information my staff would include in the email is in the sheet, so being able to drag an attachment to a line and then…
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…

Downgrading Plan from Business Plan to Pro Plan
Hi Smartsheet Community, I’m looking to downgrade our Business plan to a Pro plan, but I can’t seem to find an option to do this. I tried purchasing the Pro plan again, however I’m always redirected to the Plan & Billing page where I can only view our current subscription, and there’s no option to switch or downgrade. Has…
How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
Ability to hide attachments and comments on published reports
I have the need to share published reports with customers, but i don't want them to see the conversations that exist on the line or the attachments we use either. It would be great to be able to hide those for published reports.
Merged: Line Attachments as Condition in Automations
This discussion has been merged.
Add same file to multiple rows at the same time
I have a list of 131 employees and as the Training Lead, I have to add proof of training to each employee for each training in their separate reports. Currently, I have to do this one-by-one, which obviously takes up a lot of time, especially when I have 30 trainings to do (30x131=3,930 times). It would be very helpful if…
GEO code on photo attachments
Is there a way to keep the GEO coding on a photo attachment. We have photos that will be attached to a Smartsheet. When the document is submitted the office staff are going to need to download the photo and upload to a Government site that requires the photo be GEO coded.
Merged: Organizing Attachments in a Sheet: drag and drop or reorder
This discussion has been merged.
Include Attachments in Automated Emails?
Is there a way to include attachments in automated emails? I want to automate communication to simplify a work process. Currently, emails are sent manually and occasionally contain attachments. All of the information my staff would include in the email is in the sheet, so being able to drag an attachment to a line and then…
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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