auto attach a template sheet when new row is created

I'm looking for a way to automatically attach a sheet which in this case is a checklist template, to a new row that is automatically created when a form is filled out.

Any thoughts?





  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Bob Kernan

    I hope you're well and safe!

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic day!


    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 | Workflow Consultant / CEO @ WORK BOLD

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

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Bob Kernan

    I agree with @Andrée Starå, it would be helpful to know a bit more about your process and what you're looking to do... screen captures would be the most useful (but please block out any sensitive data).

    There isn't a way directly from within Smartsheet to automatically add an attachment to a row, however you may be able to do this through a connection to a third party application, or perhaps using a formula to populate a URL to a specific sheet.