How do you get your source sheet to automatically send attachments to your target sheet

Azemlicka

I am currently working on a project in which I would like to get my attachments on my source sheet to send to my target sheet once I click a checked box. I tried using Data Mesh and that worked for how I wanted my information transported over to the new sheet, but the documents did not copy over with it. Is this something that is possible or will I have to manually enter the attachments?

Genevieve P.

Hi @Azemlicka

There currently isn't a way to transfer documents or attachments through DataMesh or Data Shuttle. You would need to either use a Copy Row / Move Row workflow from within the sheet, or manually move the attachments across, as you found.

Cheers,

Genevieve