Form submission triggers email with Spreadsheet?

April Barrow

New to Smartsheet. Use case:

Form is received w/email address. Can an xslx be attached in a triggered email reply?

Kelly Drake

Not unless the excel file is already attached to the row.

Kelly Drake

Hit send too soon - if you're looking to send an automated Alert to the person that just submitted the form - this won't work.

If someone will be on the sheet itself and attaching files - you can use an Alert or Update Request automation to the form submitter and include attachments but again, someone will need to have attached the file already.

But since its an excel file, I would look at what might be possible to bring into smarthseet entirely. Options to thinking about - putting the excel attachment in a cloud based file storage (Box, Dropbox, OneDrive/Sharepoint, Google Sheets) and including the link to the spreadsheet on a dashboard (as well as in your form submission/confirmation text) and embed your form on your dashboard so the form users can see all the resources in one place.