What must I do to have the Advanced option field available?
Answers
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As a follow-up on my request above....once I have the Advanced option field and I select "Include attachments", will it mail the attachment on the relevant row to the email address as specified?
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Have you tried clicking directly on it? If you hover over it, do three vertical dots appear to the right?
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Hi Paul, that's the thing...I don't have the option at all. This is what I see: (to attach a document is not on the Change action option either)
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That's because it has been moved down to the bottom. That was an older screenshot. Now those options are down below.
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Hi Paul, this is what my automation looks like. However, the attachment received in the mail, is a link to the Smartsheet. I want to send the attachment linked to a specific row e.g. a pdf doc. I Also below is what the mail looks like. The mail is for someone outside my organization, they must not be able to view the sheet, only the attachment on the row.
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I hope you're well and safe!
To add to Paul's excellent advice/answer.
Unfortunately, it will not be included in an Alert if it wasn't what triggered the Alert, but it's still an excellent idea!
Here's a possible workaround or workarounds
- Use an Update Request instead because that would include all the rows attachments.
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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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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Yes. If the attachment is not what triggers the notification then it will not be included in an Alert, but it will be included in an Update Request.
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