-
Why does my automation not include the attachment
Hi I have an automation rule set up that if it has been approved, It needs to alret someone. I have selected the attachment, but when it sends it there is no attachment? Thanking you in advance. Warmest Regards Dickson
-
Add attachments to PDF from Document Generator
We have operations teams performing tasks where they also take pictures via the mobile app. Our sheet then automatically creates a PDF to share with the client. However, we have to download the pictures separately and attach them. This slows up the process significantly. Either be able to attach the pictures directly or…
-
Data Shuttle to automate identification of differences between two excel sheets with > 10,000 rows
Can it be done? Data Shuttle to automate identification of differences between two excel sheets (one column in particular) with over 10,000 rows. Basically what the title says. I want to automate a process and was pointed in the direction of Data Shuttle to accomplish this. I have a regularly reoccurring excel sheet that,…
-
Move files from Salesforce to Smartsheet using apex
Hi, I am trying to moving files/attachments from Salesforce to smartsheet and facing errors when I see the debug logs. Here is my process: Row in smartsheet is created using a Smartsheet connector. Then after a delay of 3 minutes, I try to move the attachment from Salesforce to Smartsheet. I have seen from debug logs that…
-
How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
-
Get a notification when an attachment is added
I'm trying to set up automation that will notify specific people an attachment is added to a row. I have set up automation like this but it isn't working. Please help me figure out where my automation logic is wrong.
-
Webhook delay with attachments (1-2hours!)
Hello! I'm using webhooks to notify me when a file is attached either to a sheet or a row. Sometimes I get a notification after the usual delay of ~1 minute, however I regularly see cases where there is a delay of around 1-2 hours. I don't see this delay when making row/cell changes to the sheet. I always get the webhook…
-
HOW-DO-I: Send All Row Attachments when PDF is generated?
I'm trying to attach all row attachments to an email using automations. The problem is that the system seems to only include attachments that were generated by that process, and the files I need attached are from two different processes. Files: image.png - Uploaded to the form. It currently shows in the approval page (Not…
-
Sheet owner cannot attach emails
I have a sheet owner who cannot drag and drop emails from new outlook but can from classic outlook. Has anyone encountered this and is there a way to change a setting to allow from either classic or new?
-
Data Shuttle Not Saving Smartsheets
I have been using Data Shuttle for years, using the same Smartsheets and workflows. Suddenly (looks like just since May 1st) my dashboard, which is my end product, is not updating. Here is the way the workflow works: I attach an excel spreadsheet attachment to Smartsheet #1. Data Shuttle #1 merges data from source sheet…