Automatically Attach
Is there a way to automatically attach a document to a row when a cell in the sheet has been changed or meets a certain criteria?
Example: When the status of the project is changed to In Progress, I would like to automatically attach a pdf to the row. The pdf would be the same file all of the time.
Answers
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You would need to use the API or the premium add-on Bridge for this.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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@Paul Newcome what would be the best way to use the API for this?
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I'm not an API guy (yet but working on it), so the best I can do is give general guidance based on the documentation (link below).
I do know that you can have an API monitor a sheet and trigger on specific changes. From there it looks like there is a POST method for attachments.
https://smartsheet.redoc.ly/tag/attachments#operation/attachments-attachToSheet
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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