Sent From Triggering User AND Include All Attachments on a Rows

MockerTwin22

Is there any way to create an automation that includes all attachements on a row, but also correctly shows the Triggering User?

Process is

User Completes Update Request with PDFS → This Triggers Update Request to Management → Management Approve via Updated Request → Trigger Email to Accounts

However, the Accounts team require the email be sent from the Managents team email, so the Management Team's email shouls show as the Triggering User

I am encountering two issues

1. Triggering User often shows as the Sheet Owner.
2. Not all attachements are showing on the Notfiy email.

Is there a workaround for this?

Adrien Leduc

Hi @MockerTwin22

For 1. you can change who the email is sent from in the automation, it's either Smartsheet, the sheet owner, or the triggering user. But the triggering user is not the "original" one, but the latest one that triggered the latest automation. So if you've got an automation on the sheet before a trigger (or that is the trigger), then the automation owner, i.e. the sheet owner becomes the notification trigger.

For 2. the email notification only shows attachment that were added directly before and are part of the trigger, it's a know limitation. Current workaround includes using the request update notification instead.

I hope this helps.