How do I send an attached document in a workflow?
Hi there,
My clients need to complete an intake form. Once the form is submitted, a workflow kicks in and sends an email to the client's email address. With this mail, I want to attach any document that can be sent with the mail from the workflow.
How do I get this setup correctly?
Best Answer
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Happy to help!
The simplest method would be to have an alert with a link to the file, but you could also use an Update Request (required for sending/including an attachment when the attachment isn't part of the trigger) to send the attachment to the latest submitter.
Would that work/help?
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.
Answers
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Hi @JC Du Preez
I hope you're well and safe!
If you set the trigger based on adding the attachment, it can send those with an alert.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
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!
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 Andree,
Thank you, all is well on this side.
I do not want an alert when an attachment is added.
I want an attachment to be e-mailed once a new entry has been made to the sheet via the forms.
Hope this helps?
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Happy to help!
The simplest method would be to have an alert with a link to the file, but you could also use an Update Request (required for sending/including an attachment when the attachment isn't part of the trigger) to send the attachment to the latest submitter.
Would that work/help?
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 @Andrée Starå,
I tried to get the row attachment (png file) via an update request, but no file is attached to the mail.
Same if I send an alert mail no attachment and also no link also the field is attached.
Any idea what I`m doing wrong?
Thank you, Joachim
