Attach a pdf to worksheet and automate the forwarding of that form
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Well, as the question suggests, I was hoping to attach a pdf to a form and after submittal have that form forwarded to another person via a workflow.
Is this possible?
Thanks,
Best Answer
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You could create automation that sends an alert to the other person (presumably, they'd be in a contact column? Or always the same person?) when a new row is created, and you can set that alert to only send selected fields, including the attachment:
Answers
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You could create automation that sends an alert to the other person (presumably, they'd be in a contact column? Or always the same person?) when a new row is created, and you can set that alert to only send selected fields, including the attachment:
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Perfect. Thanks.