Notification with Attachments

02/01/19 Edited 12/09/19

Hi there, 

I would like to send a notification with an attachment based of a status change. The notification works, but doesn't include the attachment. I have seen on the community that this is not possible in SS - is this still true?

If so, do you know of any good apps/software to automate that process? I have looked into a few like Zapier and Azuqua, but having a hard time having the emails include the attachment. 

OR - am I missing a feature that can do this for me???

Thanks for all your assistance!

Kat

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Katherine,

    A workaround could be to link to the file in Dropbox, Google Drive or similar instead.

    Would that work?

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul Newcome ✭✭✭✭✭
    edited 02/04/19

    If you already have the document attached, you can include it in the Notification (see below), but unfortunately you'll have to go with a 3rd party app if you want to send different ones based off of the status.

    Capture.PNG

    Capture1.PNG

    thinkspi.com

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Paul,

    Unfortunately, that doesn't work. The attachment will only be included if it's a part of the change that happened.

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Ah. My apologies. I didn't realize that. Thanks for catching that Andree.

    thinkspi.com

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    No worries!

    You got my hopes upyes but then no wink

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Gosh I have seen SO many commenters asking for this functionality going back over 2 years! Why can't SS just incorporate this into the platform?? 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Jay,

    As an optional workaround, you could use an update request instead because that will include the attachments.

    Would that work?

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Ami VeltrieAmi Veltrie ✭✭✭✭✭

    Hi Andree.  Are there future plans to add this functionality?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Ami,

    Unfortunately, I don't know.

    Great idea!

    Please submit an Enhancement Request when you have a moment.

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi,


    Following on from the above thread, is it still only possible to send over all the attachments of the row with an update request and not on a notification?


    Kind regards,

    Leanne Rowland

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Leanne Rowland

    Hi Leanne,

    Unfortunately, it's not possible at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Jay NutterJay Nutter ✭✭✭✭✭
    edited 04/01/20

    Hey Andre,

    This does seem to work within the Approval Workflow, but only for row based attachments. It would be great if you could include attachments to the sheet that were non-row specific. See the screen-shot.

    j.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Jay,

    @Jay Nutter

    Yes, I agree and it would be a great addition to Smartsheet features.

    Please submit an Enhancement Request when you have a moment

    As a possible workaround, you could add the files as links in a so-called helper column and then use a formula to include them on all rows, or you could add the attachments to another sheet and link to that sheet instead.

    Would any of those workarounds work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Ross NovotnyRoss Novotny ✭✭✭✭✭

    Hey @Andrée Starå I know you mentioned that the attachments would only be included if they were part of the change. But I am trying to grab the attachments within Zapier. Zapier has a Smartsheet Trigger of "when a new row is added", but oddly, it doesn't pull the attachments even if they are included via a Smartsheet form. It doesn't even appear that you can add attachments to a new Smartsheet row via Zapier if I were to use a separate form builder. It seems like a glaring gap in the Smartsheet>Zapier integration. I don't know if anyone else has found a workaround. In the end I am looking to upload documents to both a Smartsheet row and Google Drive folder.

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