Goal: Let any user in our city request a pre-filled application.
Steps We Want:
- User fills out Smartsheet form
- Smartsheet automation merges form fields into PDF and attaches PDF to sheet row
- Smartsheet automation emails the generated PDF to the Applicant
- Applicant Prints and gets the document notarized
- Applicant emails it back to us.
It looked simple enough so created the form and the pdf and merge fields. Then when testing, I realized a couple of catches. Automated emails from Smartsheet only gives you three choices:
A) link to the Sheet and all fields (NO THANK YOU)
B) Link to the Sheet and the Attachment/Fields
C) Message Only.
Option B was the closest to what I need but it, of course, links to the sheet so then the Civilians are going to be clicking on that link and getting a "Request Access to this sheet" warning everywhere. This does not work for us. They would get lost and not realize the attachment is at the bottom of the email and THEY DON'T NEED TO VISIT SMARSHEET. I need either just the attachment or just the link to the publicly accessible file automatically sent to the user.
MY QUESTIONS:
- Is there a way to choose "Message Only" and use {{}} to reference the attachment?
- I already know that with option B you select "an attachment" to include the attachment. but I'm looking for the "Message only" equivalent to that so I don't have to link the sheet in the email to the user.
- Is there a way to use a formula to automatically reference the URL of the first attached document on each row?
- This would be an acceptable workaround as I could send them a link to the file.