I want to send Photos
I'm looking for a solution to send photos for a daily project update in an automated fashion, when attached to a row/grid via form.
We've tried inserting photos into the columns however this doesn't pull the photos into the automated notification/email.
We've tried including attachments in the automation and that doesn't work either.
At this point I'd be happy with photos being linked or attached in the automated distribution.
Is this possible?
Answers
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Hi @Jennifer Z
I hope you're well and safe!
I'd recommend the Document Builder feature, which can send a PDF with the pictures.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
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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We've tried this option and it works OK, however we cannot get the automation to attach the generated PDF and send to the list of users who should receive it each time the form is submitted and the document/PDF is generated.
And in order to get the images into the PDF, the form user needs to "attach" the images. we then have to download and save each image, then insert each image into a column/cell. With another column that includes the description of the image for it to populate into the PDF.
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Creating the Document Builder pdf and having it sent is easy. (I'll get back to it if the below will work)
Regarding the pictures. You could have a report where they add the images directly to the cells, and then it should work with Document Builder.
Have you tested that?
Would that work/help?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome 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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we've tried this also - but you can't automate a distribution of that PDF from a report then can you?
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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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i would LOVE more information on how to do that!
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You'd have a Workflow that triggers from an added attachment and then have an Alert trigger with the attachment.
Make sense?
Would that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome 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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but where would this automation be set up from? there are no automations from a report.
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It would be set up on the sheet(s) that is shown in the report.
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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so the report generates the PDF document. but the grid sends the automation?
how will the grid be able to attach the PDF to the automated send if its coming from a Report?
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Hi! I have the same question- when end user fills a form, they attach a picture and I'm trying to set up an automation that generates a PDF document with the info and picture from the form. I'm confused on the step where I add it to a report and then map back to the PDF?
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Hey Lauren - the only resolution that we've been able to find is to get the image INTO the cell. Then you can set your trigger that can automate to generate a PDF. for example - we have a form that requests all the data that's needed. Once the user submits the form, they're taken right back to the sheet and prompted to insert the images directly into the cell (this has to be done in the sheet from what i've seen, NOT the form!). Once they've put their images into each cell, they click a "completed" box which triggers the Generate PDF automation.
Its pretty cumbersome and it seems like there should be a better way, but so far that's the only way we've been able to work around.
