Notification with Attachments

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

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Comments

Andrée 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

Paul Newcome

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.

Andrée 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

Paul Newcome

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

Andrée Starå

No worries!

You got my hopes up but then

iamjaypee2

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 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

Ami Veltrie

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

Andrée Starå

Hi Ami,

Unfortunately, I don't know.

Great idea!

Please submit an Enhancement Request when you have a moment.

Leanne Rowland

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 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!

Jay Nutter

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.

example of row based attachment on approval workflow ss.PNG

Andrée 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

Ross 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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