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Hi Dustin,
I have a few ideas!
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
Have a fantastic week!
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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Certain tasks get assigned to different people in my company. Some of these tasks but not all require attachments (i.e. construction drawings, permit applications, estimates) I don't want the assigned person to have the ability to check a task as completed until they have attached a document.
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Ok.
Do they need to be able to change other things in the rows before they attach the file?
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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Just a completion date.
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Sceenshot
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Andrée when you say you have a few ideas, are you implying you know of a way to check for attachments? If so, you will be my hero!
I will refresh this thread every 10 minutes looking for a solution!!!
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My thought would be to use the Unlock/Lock row actions, and that might still be an option depending on permissions needed.
Another option could be to use a third-party service like Zapier or similar to check a box when an attachment is added and if it's not checked when trying to complete it would show an error or/and send a message to you.
Would that work/be an option?
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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How would you like to use it?
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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