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Merged: Generate a Document and Automatically Send Notification with Document Attached
This discussion has been merged.
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Intermittent Attachment Error from Form "There was an error uploading the file"
We have a single user that gets the following error occasionally when making a row and attachment files using a form. About 1 in 25 times. Nobody else can recreate. When she re-enters the same data and file it works the next time. Her internet connection seems good. It happened to her on 2 different browsers. There is…
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Automated emails not sending attachtments?
I have a simple automation set up where if Cell 1 has any value in it, It will send out an email to the requestor. Sometimes we have to include attachments but it doesn't always send. I already have it set up to send the information needed and I made sure attachments were checked as well. I also told all the admins "add…
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Documents attached to row and Docusign?
Hi, I searched the community and what I read make me think this is not possible, however I wanted to ask, so I knew for sure. When I attach a document to a row and click the generate a document to be sent by docusign. Is there any way to get the attached document to send with docusign? I can't find a way to map it into the…
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Automation: Delete Attachments
Allow for attachments to be deleted if a condition is met.
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Document Email for Updates
Is there a way to send a document out for updates that allows the user to update the word document directly? I tried using proofs and it only allows for annotation. I attempted to send via email, but that only works for downloading a copy of the document. I want the individual to be able to update the data directly in the…
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I am unable to import links in specific cells while uploading data in smartsheets from excel.
I cannot use row level attachment feature as I have links in multiple column
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Is there a way to grab attachments from a new line in smartsheet and merge it with the print file
Hi, I have been trying to work on a system that will automatically take attachments from a new line in smartsheet and be able to merge it into 1 pdf file with the print pdf of the smartsheet line. I have tried using power automate to computerize this process, but there is no option for me to grab attachments. I have…
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How to Make Automations Based on Attachments Work? Subsequent Actions Trigger Out of Order.
I have an update request (#1) that is sent to employee "A," who has to download, update, upload an attachment, and hit submit. I have an automation in which a date is recorded in cell #1 when an attachment is added or changed. This part works fine. When cell #1 changes, an update request is sent to supervisor (#1) who has…
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workflow automation - copy row without including attachments
Does anyone know if there is a way I can adjust my automated workflow so attachment are not included when copied to the next sheet? Currently my workflow is set so when a status is changed it copies to 2 other sheets for the next applicable departments, however they do not need (and in some cases maybe shouldn't have) the…