How do I set SmartSheet to include attachments on the emails that it sends from automation?

Ok - I cam up with an even better option.... the option above only includes attachments attached the same day as the workflow trigger.

In my case, We collect attachments over a period of time. So, I set up a workflow to copy the row to a new sheet - when you are ready to send the attachments, in my case when the status is complete.

When the row is copied to a new sheet, the sheet sees tee the row and the attachment(s) as an addition. The addition will trigger the workflow I created in the new sheet. Workflow: Anytime a cell changes alert someone, then use the 'Links to sheet and specific fields" option. Be sure to select "An Attachment" to pull in all attachments in the row into the email as attachments.

@bmarie320 You would need to set the trigger to be when something is attached to the row. To include the attachment in the automation, you would select it down lower where it says "Message includes all fields".

@bmarie320 if you click on where it says "Message includes all fields", you should be able to change it to specific fields and then make sure attachments (and any other field you want included) is checked off.

@Jacob Minnich Yes. That's exactly what I am needing to do as well.

@Paul Newcome None of the solutions suggested are working.

I found via Google search that the API can extract attachments. Might be an option, but that's way over my head at the moment.

Hi @Felicia Wilson,

I did manage to get it to do this!

My starting goal was to use Smartsheet to create L&I Employer Job Description Forms when an employee at my company is injured, rather than keeping a full library of various Word templates (ugh) for different job titles and injuries. I created a fillable pdf from my blank Word template, set up a column in Smartsheet for each form field, and created a document mapping. Then I created a Smartsheet Form to collect the data rather than plugging the info into each of the dozens of columns I ended up with.

Ideally, I wanted to receive my finished pdf at the time I click Submit on the form:

Unfortunately, I couldn’t get that to work. BUT I did manage to get it to do this using a combination of 2 Workflows!

Workflow #1:

Workflow #2:

End Result:

 A couple notes:

1. These Workflows required using a couple "helper" columns: "Created" and a custom one I named "File Output Name".
2. I’m the only person using this tool, making it easier to keep it simple.
3. The workflows could probably (?) be combined, but once I had #1 working, I didn’t want to potentially mess it up, so I created #2.
4. After I submit the Form, it takes a few seconds to receive the email; I needed to be a little more patient during my troubleshooting to avoid thinking something hadn’t worked.

Hope this helps!

Chelsea

Hi,

I hope you're well and safe!

Can you elaborate? What isn't working?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!