Automation Notification does not include the attachment

BJT Platform

Automation Notification does not include the attachment when the email is received even though I have this as a toggled column or field to send.

Genevieve P.

Hi @BJT Platform

I'm glad to hear this resolved the issue! 🙂

Here's the Help Article that goes over these settings:

https://help.smartsheet.com/articles/2476551-configure-how-smartsheet-notifies-you#toc-change-your-notification-settings-from-the-desktop-app

Please do feel free to leave Feedback on that article (using the "was this article helpful" form at the bottom).

Cheers,

Genevieve

ro.fei

It should have something like this at the bottom of the email. It's not a direct email attachment, but rather a link to download the attachment. Is that showing up for you?

Andrée Starå

Hi @BJT Platform

I hope you're well and safe!

To have the attachments included, the attachments have to be the trigger of the Workflow/Alert.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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BJT Platform

Thanks for your response, I still cannot get the workflow to work unless I manually run it.

BJT Platform

So struggling to find help to something so simple for some Smartsheet users. I have asked the help center and nothing and through this forum nothing that is helpful as well. I have literally tried everything and nothing is making this workflow send an attachment. I have done this many times but this one just isn't working. Isn't there a CA rep that can be assigned to this as I need some help.

Genevieve P.

Hi @BJT Platform

Here's the area of the Help Articles that goes into what's included in an alert workflow: Selecting what’s included in an alert or request 

As @Andrée Starå noted, attachments won't always be included. They will only appear in the email if the trigger for the workflow is the attachment being added to that row:

If the trigger has a different change (for example, if a status changes to "Complete"), then that change would need to occur at the same time as the attachment is added. Does that make sense?

Here's another discussion that includes an alternate option: Attachments in notification for Update Request or Alert

Here's a Product Idea post that you can vote on in regards to this feature: Automations: include attachments

Cheers,

Genevieve

BJT Platform

This makes sense and is what I changed it to a couple days ago, still not triggering or sending the notifications at all, no attachments ... nothing. I'm not sure why and have asked the CM support team but nothing from them at all even though its an active ticket.

Genevieve P.

Hi @BJT Platform

How are you adding attachments to the row, is it a manual upload in the sheet or through a form?

Can you check to see if you received an in-app notification from the workflow (in the bell icon)?

Another setting to check would be your personal notification settings, in case you have the option to receive notifications from your own changes turned off:

Let me know what you find out from these checks and I'd be happy to help further.

Cheers,

Genevieve

BJT Platform

so the last item you have noted in the notifications section wasn't checked off so am wondering if this could be the issue. I am adding attachments through the MS Outlook add-in as its a lot easier to move communication from email to the SS platform that way.

Genevieve P.

Hi @BJT Platform

If that checkbox was un-checked, it means that any workflow that's triggered by a change that you make (or a change that's registered as coming from your account) will not send you an email.

Has it worked since you've checked the box?

BJT Platform

Yes this made the entire workflow work, thank you for your suggestion. How is a person to know that without an expert helping them? I don't see this direction anywhere in Smartsheet and have never had this problem previously. I have used SS since 2015 and this is literally the first time.

Genevieve P.

Hi @BJT Platform

I'm glad to hear this resolved the issue! 🙂

Here's the Help Article that goes over these settings:

https://help.smartsheet.com/articles/2476551-configure-how-smartsheet-notifies-you#toc-change-your-notification-settings-from-the-desktop-app

Please do feel free to leave Feedback on that article (using the "was this article helpful" form at the bottom).

Cheers,

Genevieve

BJT Platform

Thanks.