Send row attachment with automation
I am looking for instructions to send all of the attachments on a row with automation. Here is what I currently have:
Trigger: When a row is changed and an attachment is added
Action: Alert Someone - send to specific people
When the automation runs, the attachments are still not in the email. Am I missing something?
Answers
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Hi Shannon,
It looks like smartsheet automation workflow to include attachment will only work when they are added at the same time as the criteria that triggers the Automated Workflow to send the Alert.
A workaround is:
Make a second sheet with same column headers.
On your first sheet, when your specific criteria is met, make a trigger to copy the row to your second sheet.
On your second sheet, trigger when a new row is added and send it to specific people. Make sure to check the below "attachment" box in link to specific field on your automation.
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Hi,
I hope you're well and safe!
It will only send when the attachment triggers the Workflow.
Here's a possible workaround or workarounds
- Paul's suggestion of using another so-called helper sheet
- The only other way to include all attachments is to use the Update Request feature instead
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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