Sending attachments via e-mail

David Tomc · 03/24/21

Is there a way to automate sending attachment (attachment in row) to specific e-mail, when a new row is added?

Maybe through Smartsheet workflow, or Microsoft automate?

Andrée Starå · 03/24/21

I hope you're well and safe!

Yes, you can use a Workflow for it.

Will the attachment be added with the new row, or is it already in the sheet in another row?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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David Tomc · 03/24/21

Hi Andree,

Attachment will be added to the row when a new row is created. Through the Form.

And when a new row is created, Workflow should found out that there is new row, and check if it has an attachment. If there is an attachment, it would send it to the specified e-mail address.

Andrée Starå · 03/24/21

@David Tomc

You can set the Trigger in an Alert Workflow to When rows are added and the When part to An attachment is Added.

Make sense?

David Tomc · 03/24/21

@Andrée Starå

Yes that would be ok for a trigger.

But then if I want to send an e-mail using action "Alert somebody". I cant find a way to only attach an Attachment. It can only send a link to sheet and specific field.

I need this for sending attachments to Xero files inbox, which has its own e-mail.

Andrée Starå · 03/24/21

@David Tomc

Unfortunately, it's not possible now to include the file instead of the link, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I'll get back to the post if I can think of a way to solve it.

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Giselef · 04/06/22

Hi,

I am also searching for this possibility: sending a notification with attachment to an e-mail address.

Maybe there have been some updates?

cmore04 · 09/30/22

Hello,

I'm trying the same as well. I want to send an attachment as an alert, but do NOT want to include the link to the sheet.

Is there anyway to do this?

Frank B. · 03/16/23

Hi! Any updates to this? Looks like we need another option to send an attachment with a message only. Update me please! Thanks!

j_casavant · 10/02/23

Is there a way to get the URL of the attachment to use in the Automated workflow? For example, if you click on the attachment in a row you can use the "Send file" menu option to email the attachment link (via URL). How do I access this URL reference in the Automation workflow for an attachment on a row? Column {{column_name}} references do not work for attachment files.

Echomike · 04/10/24

https://community.smartsheet.com/discussion/comment/284719#Comment_284719

You have been posting this "submit an enhancement request" on this direct feature request for years now. Have you submitted this enhancement request and is it roadmapped?

Andrée Starå · 04/10/24

Hi @Echomike

I hope you're well and safe!

I haven't submitted it myself because others have, and then you vote up/comment on those.

Also, I'm not a Smartsheet employee. I'm a Smartsheet Expert Consultant and Partner, so I don't know anything specific, and if I did, I wouldn't be allowed to speak about it because of an NDA.

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Genevieve P. · 04/10/24

Hi @Echomike

Here is the enhancement request posted as an Idea that you can vote on to send Smartsheet's Product Team your feedback: Automations: include attachments

Cheers,

Genevieve

Sending attachments via e-mail

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