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
Comments
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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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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.
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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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Ah. My apologies. I didn't realize that. Thanks for catching that Andree.
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No worries!
You got my hopes up but then
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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??
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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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree. Are there future plans to add this functionality?
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Hi Ami,
Unfortunately, I don't know.
Great idea!
Please submit an Enhancement Request when you have a moment.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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
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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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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.
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Hi Jay,
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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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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