HOW-DO-I: Send All Row Attachments when PDF is generated?

NeilKY

I'm trying to attach all row attachments to an email using automations. The problem is that the system seems to only include attachments that were generated by that process, and the files I need attached are from two different processes.

Files:

1. image.png - Uploaded to the form. It currently shows in the approval page (Not broken)
2. Order.pdf - Generated using "Generate Document" automation.

Order.pdf is easy to get by itself if I create a notification "when an attachment is added". But it does not include Image.png in the same email.

Here's the process as outlined in the image below:

1. User fills out a form and attaches a file (image.png) to the form (Required).
2. Source sheet receives the form submission with image.png attached, does calculations and then automates "Copy Row" to that new row.
3. Destination Sheet Receives the copied row with image.png attached.
4. The row is sent to a supervisor for approval via automation, image.png is included.
5. If approved, the Generate Document" automation runs, creating Order.pdf
6. Automation "When file is attached" runs and notifies me, but it only attaches Order.pdf and not image.png

THE QUESTION I NEED HELP ANSWERING IS: How do I get Order.pdf AND image.png sent to me in a SINGLE email, and only image.pdf sent to the approver?

Rules to follow:

1. Approval process cannot take place on source sheet (it would be way too much hassle to do it there.)
2. It must be in one email
3. Approver must receive image.png
4. Approver cannot receive Order.pdf
5. I DO have access to DataShuttle and many of the other add-ons, Enterprise License.

Any help you can offer is much appreciated!

Edit: I also tried to add a 2nd approval workflow because at one point it included BOTH the attachments in the "Approve this request" email, but it doesn't anymore and I don't know what I changed. I even tried an "Update Request" to try and send the email with attachments, still not attaching the files to the message. In both instances, the files can be viewed only after clicking the link in the email.

Gia Thinh

Hi @NeilKY

I'd like to extend your use case with the solution described below:

1. Create 2 new sheets :

• Suppervisor sheet : create an Alert workflow (based on a new row added) to notify the Supervisor, including attachments (Alert 1).
• Approved sheet : create an Alert workflow (based on a new row added) to notify you, including attachments (Alert 2).

2. Destination sheet : create 2 new Copy-row workflows

• After the request is approved > Copy row to Supervisor sheet > Alert 1 will run and notify the Supervisor, including the image.png.
• After the Order.pdf file is attached > Copy row to Approved sheet > Alert 2 will run and notify you, including the image.png and Order.pdf.

Hope this works for you.