Engineering Design Tracker Workflow - Add Attachment & Possibly Form Within Workflow
I am developing an engineering design tracker and I am trying to implement a workflow that notifies the recipient in the ‘submitted to’ column that a design has been submitted once the checkbox in the ‘submitted’ column has been checked. I was able to accomplish this portion, however, I would also like the notification/email generated by the workflow to include a pdf attachment that is added to the corresponding row. Below is the workflow I came up with. When I ran this workflow, the notification and pdf attachment came through the first time. However, I deleted the attachment and re-uploaded another pdf attachment to the same row, and the pdf attachment didn’t come through when I retested the workflow. The notification came through without the pdf attachment. Is there a way to modify the workflow so that the notification and pdf attachments will always be sent together?
Additionally, in this same design tracker, there is a ‘Design Comments’ column I would like the client to utilize to capture any design notes that correspond to the design submittal. Ideally, the client would not need to go into smartsheets to add comments, rather, they would access a form that they could use to enter any comments they have, and it would be dumped into the ‘design comments’ column in the appropriate corresponding row (i.e., if they are adding comments for the Rev 0 submittal, the comments should be placed in the ‘design comments’ row corresponding to Rev 0). My thought was to include a link to a form in the initial workflow created to notify the client a design has been submitted but I’m not sure if this is the best approach or if it is a viable option. The form would need to be able to capture multiple comments in the same cell. For example, maybe the client adds a comment on one day for the Rev 0 submittal and then decides the next day there are additional comments they want to add. The comments from both days should be captured in the same cell. I’ve included a screenshot of the design tracker I’m developing below for reference.