Smartsheet Basics

Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

Sending an attachment withOUT access to my smartsheet

The scenario is: I have an event request spreadsheet (for either consultant services or registration for an event). I want to send the applicant an invoice (for either services or registration). But because these are not vetted individuals that should be seeing all my event requests with contact information, they should not have a link to my spreadsheet when the invoice is sent.

I have successfully tried attached the invoice when an automation alert is sent when the attachment is added and to an automation update request. These work to get the attachment to the recipient. However they both have links to view the row and/or whole spreadsheet.

Can I simply forward the attached document to someone via email without access to my spreadsheet?

Best Answer

  • Community Champion
    Answer ✓

    Sending an attachment withOUT access to my smartsheet

    Hi,

    I hope you're well and safe!

    If they are not shared with the sheet, they will only see the link but can't access it.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic day!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • Community Champion
    Answer ✓

    Sending an attachment withOUT access to my smartsheet

    Hi,

    I hope you're well and safe!

    If they are not shared with the sheet, they will only see the link but can't access it.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic day!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • ✭✭✭

    Oh, really. That's wonderful, and I'd never know that because I can't see it as an outsider.

    Thank you, Andree

  • Community Champion

    Happy to help!

    Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Trending in Smartsheet Basics