Triggering an automation from an attachment revision

Hi - I am trying to trigger an automation when I upload a revision to an attachment. I already have the document generated by changing a field and then when I upload the revision, I want the same field to change again. For some reason, I can't seem to trigger from the revision. I tried setting the trigger to a new attachment but the automation flips to the second cell change selection immediately. Is there something broken within Smartsheet with the revision triggering an automation? Its really frustrating.

Answers

  • Michelle Choate 2
    Michelle Choate 2 ✭✭✭✭✭✭

    So you would need to check when an attachment is Added or Changed.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

  • Murz
    Murz
    edited 12/06/24

    Hi Michelle,

    For some reason, I can't get the workflow to trigger automatically (I can run it from the automation) when an attachment is changed (I check the "changed" box). It does work for when an attachment is added, but I want the automation to run when the use adds a revision to the original attachment. I'm wondering if it is an issue with our system here or if it might be an issue to raise to Smartsheet. Does it work on your end when you add a revision? I basically want the automation to modify a value in another cell when adding a revision/change so I can run a report using the new value as a filter.

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