Attachments - user tracking

Merce
Merce
edited 11/18/24 in Smartsheet Basics

Hi everyone,

We are currently using SS to keep a record of our standard operational procedures, attaching the latest updated version per parental row and indicating which users are trained in the nested ones (manual input). I was wondering if there is a way that we could:

1- Track which users open the attachments, which would ideally be captured on the same sheet.

2- Automatically send a quiz to that user, after they have downloaded it.

Thanks in advance!

Tags:

Answers

  • kowal
    kowal Overachievers Alumni

    hi @Merce

    In the activity log you can check if someone downloaded the attachment but it's the only place that keeps it.

    Unfortunatelly downloading attachment does not trigger any changes so it's not possible start a workflow with it.

    Only if you add or change attachment you can trigger workflow.

    Tomasz Kowalski

    The Real Smartsheet Enthusiast

    Is there anything else we can help you with? - book your time!

    MASA Consult - Your Aligned Smartsheet Partner

    Find us on LinkedIn!