Email attachments generated from the Create Document Workflow

Katherine Britt · 08/10/22

I cannot figure out how to email attachments created with the create a document workflow. I have send alert on attachment and the email goes out with no attachment ( include attachments is checked in workflow). I'm getting frustrated...help!

Andrée Starå · 08/10/22

Hi @Katherine Britt

I hope you're well and safe!

Make sure that the Trigger is that the Attachment is added, and it should work.

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

Katherine Britt · 08/10/22

I already have the attachment as the workflow trigger. I have attached screen shots of the create document workflow and the alert user workflow.

Screen Shot 2022-08-10 at 8.52.05 AM.png

Screen Shot 2022-08-10 at 8.52.40 AM.png

Andrée Starå · 08/10/22

@Katherine Britt

Strange!

Does it send, but just not with the attachment included?

I'd be happy to take a quick look.

Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

Team Maven · 09/20/22

Hi @Andrée Starå ,

I'm experiencing exactly the same issue: workflow generates document but the file is not getting attached to the "Alert Someone" email. Any suggestions on what the problem might be? Thank you

Andrée Starå · 09/20/22

Hi @Team Maven

I hope you're well and safe!

Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing)

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!

Team Maven · 09/20/22

Hi @Andrée Starå ,

This workflow generates document and adds it to the row once the new row added (entry from the form) to the sheet.

Next workflow sends out an email with attachment. However, it will attach files that were submitted with the form but not the generated document.

Thank you

Andrée Starå · 09/20/22

@Team Maven

Happy to help!

Strange!

Has it worked before?

Team Maven · 09/20/22

No. I even tried to add an extra step/workflow by introducing helper column that is checked once attachment added to the row:

new row -> generate document, document added to the row ->helper column checked, changed row (helper column checked) -> alert someone. Still not working.

Team Maven · 09/21/22

Hi @Andrée Starå ,

I found what the issue is: alert emails sent to my email address (owner of the sheet with these workflows) do not get generated file attachment, however, alerts sent to any other email address would have generated file attached to them. I can't explain why.

When I was testing my workflows I've temporarily set it all up so only I was getting alerts and, therefore, I was not receiving generated files with alerts.

Andrée Starå · 09/21/22

@Team Maven

This could be the reason.

Ensure that you've checked the Sheet Change Notification Settings box to Include my changes in sheet notifications in your Personal Settings (circle/profile in the lower-left corner).

Did 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!

jossnmb · 03/13/23

https://community.smartsheet.com/discussion/comment/344210#Comment_344210

I am experiencing the same issue, even with the Include my changes in sheet notifications box checked. If I use a different email address, I receive the attachment. If I use my own email -- no attachment.

Email attachments generated from the Create Document Workflow

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