Resending a Row with attachments

lauren.waters111676

I have an automation set up to send an "update"/"notify" a specific person when a new row is added. I didn't select any advanced options. We didn't want him notified EVERY time a small change is made to a row, but there are times he has updated significant information and he essentially wants to resend that row to himself.

He is not a licensed user so he can't right click on the row and send himself an email or an update. So as a work around I added a checkbox and an automation that anytime he checks it, it will send him an email. Great right? Problem is no associated attachments are showing up in that email. I have gone into advanced settings and selected all the columns including comments and attachments.

Anyone know of a better work around than what I have done here, and/or how to have attachments show up in the notification email he is receiving? I'm thinking maybe it's because no NEW attachments were added to the row...but don't know if that's the hiccup (no attachments showed up on the original automated New Row email either).

Nasir@EBC

Hi

As far as I know, a workflow cannot send any attachment via email.

However, you can create a new sheet and share it with the person whom you want to send the attachments. And then create a workflow so that whenever that person ticks a checkbox, that specific row is automatically copied to the sheet that you had shared with him/her.

Hope this helps!

Best.

Nasir (Zealvert)

Nasir@EBC

Hi

As far as I know, a workflow cannot send any attachment via email.

However, you can create a new sheet and share it with the person whom you want to send the attachments. And then create a workflow so that whenever that person ticks a checkbox, that specific row is automatically copied to the sheet that you had shared with him/her.

Hope this helps!

Best.

Nasir (Zealvert)

Ella

You can try with an Update Request, the attachments should be in the update form.

Paul Newcome

The attachments should be at the very bottom of the email after all of the row data. It works for me.

Andrée Starå

Hi Lauren,

@lauren.waters111676

What I've found is that the Update Request is the best way to ensure that the attachments are included, but depending on when they were added, they will show in the email or after you opened up the Update Request.

If they'll show up in the Update Request and the other options also depend on the settings for which columns should be included.

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

lauren.waters111676

@Andrée Starå , @Paul Newcome , @Ella , @Nasir@EBC Thanks all, I think Nasir is correct that attachments don't work with a workflow (which is odd given that it's literally an option, see screenshot), very frustrating. Updates will not work in my case I don't want folks confused about updating something as opposed to this being information about the incident and attachments are template forms they need to fill out. @Paul Newcome you said it worked for you, do you have a screen shot of a workflow/alert having the attachments?

lauren.waters111676

Paul Newcome

@lauren.waters111676

Here is a series of screenshots. I built my automation to send attachments, comments, and the Primary Column (just to keep it simple for the example. I then attached an image to row 1 and made sure it was saved. Then I updated the data in row 1 to trigger the automation. The attachment was in the email I did this a second time where I attached to row 2, made sure it was saved, waited a while, then updated row 2 data to trigger, and again, the attachment was included in the email.

Andrée Starå

@Paul Newcome Try triggering it again for row 1, and I think you'll see that the attachment won't be included.

Was I right?

Paul Newcome

@Andrée Starå It seems to be hit or miss for me. A couple of times it included the attachments and a couple of times it did not. I tried different variations, but there were times where even no update to the attachment (just to the row's cell data) still included the attachment.

I am using an Alert Automation.

lauren.waters111676

@Andrée Starå , @Paul Newcome Thanks. It looks like your automated emails are different than mine. I was using Alert as well. I am not on the "premier" version of Smarthseets (the upgraded version), and I'm in a government version, so maybe that is part of the issue. below is literally the email we get when a row has been added or changed

Andrée Starå

@Paul Newcome & @lauren.waters111676

What I found when I tested this last was that the attachment is included for the first alert (when the attachment is new) and maybe when all columns are included. I don't remember exactly.

@lauren.waters111676 Happy to help! 😉