Auto Update Request with a Single Attachment

Tamara K
Tamara K
edited 12/09/19 in Smartsheet Basics

Here's the scenario...

  • I have an auto update request set up that is sent to customers based on key dates related to their project row
  • I attach multiple files to each customer's project row related to their project. Some of which they don't need to see.
  • When the auto-update gets sent out, there is a single PDF attachment I WOULD like to be included in the auto-update request, while excluding the others.

I tried to accomplish this by opening the file (it's always a PDF), and copying the url into another field that I included in the auto-update request, but it appears that those links are temporary or something. It doesn't work.

The only other thing I can think of would be to use a 3rd-party app like Dropbox to house the files and then link to those urls in an "attachment" column that is included in the update request. Which stinks because it's one more place I have to go to upload my stuff.

Does anyone have any other bright ideas for solving this? Thanks, in advance.

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