Adding Attachments to Workflow Notifications

11/30/20
Answered - Pending Review

If an attachment was added to a submission form is it possible to have that attachment added to an "Alert Someone" Workflow notification?

Ty

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Ron Erdeljac

    Yes, if the attachment is set to be the trigger for the alert, it will work.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Ron ErdeljacRon Erdeljac ✭✭✭✭✭
    edited 12/01/20

    Thanks Andree', I cannot use it as the primary trigger as I've set a formulated reminder date column to trigger notifications. Can this be done with two workflows? I just can have it send two notifications for the same row entry.

    Ultimate goal is to have the notification sent when the "Reminder Date" is less than 2 days AND include the attachment if there is one to that notification.

    Thanks.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Ron Erdeljac

    Happy to help!

    I hope you're well and safe!

    Excuse the late response.

    Crazy times and I missed coming back to you.

    Unfortunately, not with alerts. When the attachment is added, that could trigger one alert, but you'd have to use an update request to include the attachment(s) for the second one.


    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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