Automations: include attachments

Elwin Van Greunen

Just adding my frustration here to add all attachments (not changes) to a notification. I've seen this request came from 2019 already. Unbelievable that a standard request in 2024 has still not been considered. I've read about the workaround that you must put a request for an update to your end user, which seems completely unnecessary why I want someone to complete a request when I just want to give them an update?

AirlineDataGuy

I'll add my name to the list of not being able to add an attachment from a row to an alert needing to be added ASAP.

dsherwin

I'm running into a similar issue. I have a pdf document being auto generated for a row and need to have it sent to the requestor once it is generated. I had an automated notification workflow that was doing this but it does not seem to be working anymore. The notification is still being sent but the attachment is no longer included.

Below is the email that the requestor would previously receive.

Parker Brown

Agree with the previous comments that allowing the attachments on a row to be sent via email from alert someone action in workflows would be a key feature. From research this possibly was viable previously so not sure why it was eliminated. Any timeline for when this would be added?

Linda Hoydic

Any update on the ability to include an attachment with a subsequent workflow? I have an approval workflow that includes the attachment. When the attachment is approved, a second workflow kicks off to notify the person to send the file. It would be nice if the attachment (it is selected to include) was included with that email so the individual doesn't have to open the sheet and download the file. Seems to be an unnecessary step.

I suppose if there are multiple attachments to the row, the system will not be able to distinguish which one to send. That said, even it the notification included multiple attachments, the user would know which one is applicable to the task.

I know the system used to include the attachment, I had this functionality set up on another sheet and it worked when it was first set up, then it stopped working. Please consider restoring the functionality.

cbrown_sunlight212

I mam having the same problem. I would really like to be able to automate the process of sending an email with the attachment without linking back to the sheet

Echomike

Please. Please. Even if we cannot directly attach the file enable a clean, customer friendly - professional non-sheet, non-smartsheet branded link landing page for them.

Paul McGuinness

Voting

eliweitz

To bring this further, I do understand the security need for not necessarily allowing native attachments. However, perhaps it could be only available for specific files? Like allowing PDFs, .docx, .xlsx, or other common document formats as attachable natively, while all others could use a link redirect? Or, could you provide direct linking to our own cloud storage providers as a passthrough instead?

RolandoN

Nothing new here, just want to add my vote for adding attachments via automated workflow.

BSurgi

I would like the ability to send an email that includes a pdf attachment on a particular row when a box is checked.

Daniel Guiza Diaz

Hi,

The purpose of the "Alert Someone" automation in Smartsheet is to notify specified individuals when certain conditions are met. When configuring this automation, you have the option to include different types of information in the alert message.

Currently, when selecting the option "Links to sheet and specific fields" and choosing "An attachment," the expectation is that all attachments in the corresponding row should be sent automatically. This functionality was previously operational; however, it seems to have stopped working recently.

Teresa_Shannon

I agree! This would be very helpful for my current workflow. I have gotten around this using a work around automation.

Emily Anne Fink

I agree with others.

I also vote for better attachment capabilities.

I'd like to be able to send just the attachment without sheet links in an alert. (Your request is completed, attached is what you need.)

Jennifer Workman

Hello,

I’d like to open a discussion about the "Alert someone" automation feature and the current inability to send row attachments directly via this process.

• Issue 1) Alerts field is misleading
• Issue 2) Alerts are not sending Attachments

Currently, under the "Alert someone" automation, there is an option to include "an attachment" as part of the "Links to sheet and specific fields" feature. However, this is misleading because attachments are only included in the alert email if the alert is triggered at the same time the attachments are uploaded. Since attachments are typically added manually or via a form, this inconsistency often results in the alert emails not including the attachments at all.

I believe this feature could be significantly improved by enabling the inclusion of row attachments in alert emails. For example, I need to send alerts to field employees (who do not have access to the sheet) to notify them of tasks for a specific job. These employees need to see the associated pictures, documents, or designs attached to the row to effectively perform their duties.

Currently, I follow the initial "Alert" email with a "Request an Update" automation, which does include the attachments. While this works to some extent, automating the inclusion of attachments in the initial "Alert" email would significantly streamline communication and improve task execution.

Flow Currently:

1. Form filled out by 3rd Part to request a field visit with attachments uploaded
2. Alert Automation sent out to field employee notifying them to go look at the work (they need the attachments).
3. Request an Update automation sent to field employee to provide feedback on their walkout.

I’d like to explore the possibility of implementing this enhancement. I’d appreciate hearing others’ thoughts and experiences on this topic.

+1