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Automations: Sending Attachments individually, selectably

Currently, automations containing attachments can be sent listing multiple attachments to a given row.


It would be very useful to filter or select individual attachments (based on a conditional factor such as if the title of the attachment contained a certain string of text, numbering convention, or even file type) to avoid mass sending of unnecessary attachments for certain users who may only need to see one attachment, or should not see certain attachments due to confidentiality reasons such as HR items, etc.


Right now, our workaround is to use multiple sheets to move items around, when the workflow is the same regardless. It would be nice to have a simple worksheet that allowed for these workflows and items to exist in one place if possible.

Certifications:

-Smartsheet 2023 Core Product Certification

-Smartsheet 2023 System Administrator Certification

7
7 votes

Idea Submitted · Last Updated

Comments

  • StevenBlackburnMBA
    StevenBlackburnMBA ✭✭✭✭✭

    Just leaving another comment for more visibility. For those who have the opportunity to drop by and see the comment - there is nothing but only positives from this idea… could walk through use cases and am sure there’s plenty others have as well.


    I encourage any type of feedback to keep this conversation moving. Would love to discuss further.

    Certifications:

    -Smartsheet 2023 Core Product Certification

    -Smartsheet 2023 System Administrator Certification

  • Courtney S.
    Courtney S. ✭✭✭✭

    I would love to have something like this as well. Could it at least be possible to filter/select attachments based on the contents of the file name? For example, send all .PDF attachments, or send all attachments with "FINAL" in the name.