Automation: sending a row with comments & attachments

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Hello, how can I set an automation to send 1 row to a colleague (who does not have access to the sheet). The automation needs to send all attachments & comments related to the row being sent.

Thanks, Becky

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Becky Parker

    I hope you're well and safe!

    To include all attachments, you'd either need to trigger the Workflow with the attachments being added at the same time or use the Update Request option.

    Regarding the comments, if I'm not mistaken would also be included with the Update Request option.

    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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