Cannot see the Advanced Options in Request an Update Workflow
Hi,
I have set up a "Request an update"-workflow for my clients, and I need the attached photos from the row included in the e-mail the receive.
I have searched in the community and the answer I find here is that I can choose that option in "Advanced Options" in my workflow. But I can't see the advanced options anywhere. (See the screetshots I have attached here.)
Can anybody please help me? :)
Thank you!
Best, Ida.
Best Answers
-
I hope you're well and safe!
It's at the top of the selections.
Did that work/help?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
-
Dear @Andrée Starå
Thank you for your quick reply.
Ah, that is where I choose that option. I have scrolled past it so many times, and never seen it. Thank you!
It would suit our needs better if the attachment is included in the mail my clients receive, so they would not have to click "Open Update Form" to see it, but I guess that is not possible.
So thank you so much for your help. :)
Best, Ida
-
Easy to miss! Yes, unfortunately, you can't include the actual attachment in the mail.
You're more than welcome!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
Answers
-
I hope you're well and safe!
It's at the top of the selections.
Did that work/help?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
-
Dear @Andrée Starå
Thank you for your quick reply.
Ah, that is where I choose that option. I have scrolled past it so many times, and never seen it. Thank you!
It would suit our needs better if the attachment is included in the mail my clients receive, so they would not have to click "Open Update Form" to see it, but I guess that is not possible.
So thank you so much for your help. :)
Best, Ida
-
Easy to miss! Yes, unfortunately, you can't include the actual attachment in the mail.
You're more than welcome!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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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