Automated Alert with Attachment

aschneiderheinze1025

I want to send a follow-up notification to a new hire once they accept a Hiring Letter or Payment Contract. We find that even if we include the attachment in the approval request, they don't download the PDF (attachment). So we want to sent a follow-up with "next steps" and another opportunity to download the PDF.

However, when I create the alert and select "Links to Sheet and specific fields: An attachment" as I show below:

It shows this in the notification. I don't see the attachment. I confirmed there is an attachment. The New Hire does not have access to the sheet (and only selected the option to share link to sheet because it was the only one that allowed me to include "an attachment".

Andrée Starå

https://community.smartsheet.com/discussion/139670/automated-alert-with-attachment

Hi,

I hope you're well and safe!

You must send it as an Update Request to include the attachments, if the attachment(s) aren't what triggers the Workflow.

Make sense?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

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aschneiderheinze1025

Thanks @Andrée Starå Yes, makes sense; however, it is not an update. It's basically a follow-up notification after they already accepted the Hiring Letter or Payment Contract with a second opportunity to download the PDF (attachment). There isn't anything for them to update with that kind of request.

It was suggested I boldface the directions in the original approval request to emphasize downloading the PDF, but the message isn't rich text, so you can't boldface either.

Andrée Starå

https://community.smartsheet.com/discussion/comment/485325#Comment_485325

Happy to help!

Unfortunately, it's not possible with Alerts. However, as a potential workaround, you could use the Update Request or copy the row to another sheet and have that trigger an Alert ("Not Tested").

To emphasise the download option, I'd recommend adding Emojis or similar. 🟤 👀 ⚠️ ‼️

Would any of those methods work/help?

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SSFeatures

@aschneiderheinze1025 could you send a second email at the same time and this second email basically says something like

IMPORTANT REMINDER: Please download the PDF from the first email that you received.

This way this email will only have one instruction and the person will be more likely to read and digest the instruction?