Option to Not Include Sheet Link on Notifications

Cleversheet

My impression: this is the most-requested “feature” update, and the least-listened-to customer feedback

emoser1978

Just here to vote for this enhancement as well!!!

HLChristiansen

We send a document to all new users for their future use. It is very confusing for them to get the link to the sheet that they can't access, in much larger text than the link to the document. Please allow another option in automations to include a message and an attachment without a sheet link.

HLChristiansen

This needs to be implemented ASAP!

it is obnoxious to need to do this.

Joshua Bruck

I am creating a workflow to use a Smartsheet to automate the creation of certificates for recognition. Right now, when automating the workflow to send the attachment out, in between the personalized message there are 7 rows of information, including 1 that is a hyperlink that the recipient will not need before the link to the attachment we want them to get.

This will make it confusing and challenging for the recipient.

The recipient will not need to know the link/title of the sheet, when the changes were made, what changes were made, what row they were made on, and that the changes were made by automation@smartsheet.com before seeing the attachment.

It would save a lot of time if we could have the option for the workflow to be able to send out the message and just the attachment. Right now, we have to download and send these out in an individual process. I have tried to send out the attachments directly from the Smartsheet Attachments panel, and that is very manual as well.

jl.furstenberg

We use alert automations frequently with non-Smartsheet users. I DO NOT want to include the sheet link to the alert email, I just want to include attachments (that were generated via document generation). There isn't an option for only including specific fields.

I have received dozens of emails where the email recipient clicked on the sheet link, trying to access documents. This is really frustrating for Smartsheet admins and the recipienst. Smartsheet should really consider user experience and user interface. If all I see in my email preview window is a large hyperlink to the sheet, naturally I am going to click on that first. I am not going to scroll to the bottom of the email to find the attachments (which are in much smaller font).

Also, I do not understand why there isn't an automation option to send attachments. This would be an alternative solution.

Samuel Mueller

Annual request to see if there are any updates on this feature from the product team 😀. Last update from 2022 indicated this was on the roadmap.

Zsoltolah

I love Smartsheet and the document builder with sending the attached doc through automation but this feature is half-way done. Literally the only solution is adding ALL CAPS TO IGNORE THE EMAIL WITH THE LINKS.

I really wish I was at Engage 2024 and ask why they're focusing on AI writing formulas where fundamental things are not working.

AOO

Automation messages within sheets currently have 3 options

1. Links to sheet and all fields
2. Links to sheet and specific fields
3. Message only.

Can a fourth option be created that will share "Links to specific fields only" without the original sheet link?

Kind regards

HLChristiansen

zsoltolah, I'm at Engage, I'll ask. It's super frustrating to find a way to make something work, but it only sorta works.

HLChristiansen

I asked our rep, he took notes about it. I showed him the issue, and expressed my frustration with how unprofessional it looks to have to setup sending documents this way. I'm heading over to the booths to try and find out more information. On the roadmap for 2 years without an update is unacceptable.

Alan P.

Just adding to the pile on! LOL

I agree. This issue has come up a number of times within my office, and with myself and one other person being the only Smartsheet experts in the entire building, we catch ALL of the complaints. I also agree with @Cleversheet when he says, "this is the most-requested “feature” update, and the least-listened-to customer feedback"

Leen Verhaeghe

seems like I'm not alone with this request…

It would be great (and in my opinion quite normal) to be able to modify the e-mail.
The customer does not need a link to the sheet and would be completely confused (and rightly so).

At the moment, we can't use this function and need to send the attachments manually. A pity for a product that claims to prioritize automation…

Leen Verhaeghe

It would be great if a generated pdf could then directly be emailed to a contact. This is now only possible by including the link to the sheet and some other irrelevant info. The email that is sent is not clear at all and the pdf is even somewhat hidden.

Please provide the option to automatically send the attachment.

HLChristiansen

I spoke to our rep a second time, after he had checked on it with the team at Engage about this, he said it is on their radar, but if they ever change this, it's a ways out. My spidey senses are telling me they want this to be something extra we'd have to pay for.