How do i specify a document to be attached to an automated update request?

Alexandra Cha

I want to associate one specific document to be attached to an automated update request. How can i do this? The only option I see in Advanced Options is "an attachment". Thank you.

Andrée Starå

Hi @Alexandra Cha

Unfortunately, it's not possible at the moment to select which one to send if you have more than one, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment

As a possible workaround, you could have multiple rows with different attachments.

I used this method for a client recently and combined it with a formula that selected the row to send based on criteria.

Would that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) 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!

Andrée Starå

Hi @Alexandra Cha

Unfortunately, it's not possible at the moment to select which one to send if you have more than one, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment

As a possible workaround, you could have multiple rows with different attachments.

I used this method for a client recently and combined it with a formula that selected the row to send based on criteria.

Would that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) 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!

Alexandra Cha

Thanks! I'll submit a request and try your hack!

Andrée Starå

@Alexandra Cha

Excellent!

You're more than welcome!