Approval Workflow
Comments
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Do you have one attachment per row, or are there multiple attachments per row? If there is only one per row, you can set it up as a standard approval workflow and the only attachment that will be sent is the attachment for the row that triggered the action.
If you have multiple attachments per row however, you unfortunately cannot specify which one to send. If you were able to save them out the on the web somewhere, you could use hyperlinks in different columns and specify that way.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Abbie,
A possible workaround could be to use the DocuSign integration or another third-party solution.
Another option could be to have multiple rows, one per attachments to make it work the way you need.
Would any of those options work?
Hope that helps!
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 sorry for the delay in reply.
Ideally we want to continue using smartsheet for this process all on one line hmmmm will have to have a think of a way around this.
Thanks for suggestions
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Hi
Sorry for the delay in response. So yes there is multiple attachments per row which is causing the issue. I'm thinking of using the hyperlink however - this may be an alternative.
Thanks for the help
Rs
Abbie
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No worries!
Happy to help!
Let me know how it goes!
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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Happy to help!
Let us know how it goes.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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