How do I resolve this?

We have a number of emails that go out on a recurring basis to specific individuals. I'm talking about the ones you can set up when you click "Send as Attachment" and where you can click "schedule" to set up what days/times the email goes out and to who.

We are able to click "Edit Recurrence" but that only allows us to edit the day/time the email is sent. It does not allow us to edit 1) who the email is being sent to or 2) the contents of the email.

Whenever someone needs to be added or removed from these emails, we're not currently able to do so, and then have to set up an entirely new recurring email. This is made further difficult to do because I'm not able to see the contents of the email that was scheduled to send, and some of these reports/emails have been going out for years so I don't remember exactly what had gone out.

I would love to see this feature updated so it is easier to use and update.

Additionally, I was just forwarded an instance where someone whose account we removed from our Smartsheet team has been still set up to receive recurring emails. If a way to view all scheduled emails and who they're scheduled to go to exists, I'm not able to find it, so I have no way of knowing whether this user, who we removed for a reason, is still receiving other recurring emails.

I would love to either see an easier way to view what recurring emails are set up across all sheets, or a way to additionally remove a user from all recurring emails when we remove them from the team in our Admin Panel.

Currently, I use the message only format in an alert automation, as it's neat, which is sent to the verifier's email; they then forward that to the submitter, attaching the downloaded generated PDF. This is way too many clicks for something that could be quite simple.

If it's possible to have the 'add attachment' feature when using 'message only' automation, it would mean we could email the submitter directly as part of the automation (emailing the address in the email field). There wouldn't be any 'view in smartsheet' links (that really shouldn't go to an external) and there'd be no need for additional alerts, forwarding, downloading and attaching.

There seems to be a lot of discussion on this topic but not quite this specific idea, so am submitting as a new idea in the chance it'll be upvoted and developed. Am sure it'd be a game-changer for a lot of people!

Ngā mihi

Specifically, I have a column entitled "send to contact" that can either be checked or unchecked. When the column is checked, I would like it to trigger sending the attachment for that row to the email address of the contact for that row.

Any suggestions?

There are been multiple instances where there was a need for users to bulk upload attachments but also to give the possibility for users to remove or not attachments for the detailed panel. This would be a valuable improvement for DV>

I'm having an urgent issue with a notification workflow. It worked at first, but didn't trigger on all the rows that it should have — and now, instead of the message it should be sending, I'm only getting a weird batched summary email that shows the changes that were made to the sheet. (See screenshot)

The workflow is set up as follows:

Trigger - When rows are changed > When an attachment is added
Conditions - Where "Decision letter required" column is Checked
Action - Alert someone > Send to specific people (my email address) > Customized message with a body of text that includes some of the fields using {{brackets}}.
Message includes: Links to sheet and specific fields > Attachment

Here's what I'm trying to do:

I am using the Smartsheet Merge for Google Docs extension to merge data from selected rows and create individual PDFs that are then uploaded to the corresponding row in the sheet. The attachment upload triggers the workflow, and the customized alert messages get sent individually to my email address, with the new PDF attached.

This did work correctly for a seemingly random batch of the rows that received the trigger (approx 25 out of 120 rows/documents — not consecutive), and all 120-ish documents were created and did attach to their rows, but the rest of the emails never came through.

Troubleshooting:

• I tried the document merge again with a smaller batch (just 25) and again, it created and attached the documents, but the automation still just sent the batched summary of "changes to the sheet" emails (with 7-10 rows at a time).
• I duplicated the workflow and deactivated the original one and tried again with a small batch, and the same thing happened.
• On the second attempt of these smaller re-dos, the last 2 of the 25 selected rows did work correctly and I received the customized email with attachment. This is weird.
• But it really only works correctly if I trigger one row at a time — which is not going to work for me, because I still have close to 100 left to do.

??? What's happening?

It seems like the issue is with the workflow, not the Google Docs extension, since the documents are getting created and attached correctly each time. I just don't understand why it's suddenly sending a completely different type of notification than what the workflow is set up to do.

Thank you in advance for your help; this is pretty time-sensitive and I'm at a loss.