Automation is not able to send attachments in the email.

Kavish
Kavish ✭
edited 09/13/23 inSmartsheet Basics
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Can Hello everyone,

Can someone please help me with this issue. We have sheet that is tracking some testing scripts and some of these rows have an attachment which is basically a sign off form. The ideal automation would be that when the script approval status turns to "Approved' the WF should check the filed that tells us if the sign of form is needed or not for that particular row. If the sign of form needed field says 'yes' the email is send out to the recipients saying the script is approved and also giving them the sign off form as an attachment in the same email to have them sign it.

Please note - attachments are already linked to that row that says sign off form is needed.

Please see below for my current WF -

  1. Trigger set to when rows are changed.
  2. Condition set to where 'Script requires a sign off' is 'yes' as not all scripts need that.
  3. Request an update selected with 'Specific fields' and have selected 'An Attachment' too.

P.S. I guess the photos are in a reverse order.


Please help me with this issue as I am stuck on it for 2 days. Thank you so much community!

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Answers

  • Eric Law
    Eric Law ✭✭✭✭✭

    Hello@Kavish,

    Is the document the same? If so, you can have SS generate a document that the person will actually be able to esign. You will need to change your sheet a little bit but I think that's the best coarse of action.

    In addition, requesting an update with the attachment added on it should send the updater the attachment field which will have the attachments there. They will just need to manually grab it before submitting otherwise they will lose access to it.

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  • Kavish
    Kavish ✭

    Hello and good morning@Eric Lawthank you for your reply. If you are asking about the sign off document, no that is a different document attached to the individual rows for scripts that do require a sign off. Our goal is to send that document in the email notification that goes out once the script status is changed to approved (That is also the trigger). Yes, as you can see above, I do have the 'Request and Update' automation set up, but the attachment never comes in the email, rest everything shows up. Could you please explain why? I appreciate your help sir!

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  • Eric Law
    Eric Law ✭✭✭✭✭
    edited 09/13/23 Answer ✓

    @Kavish点击进入t吗he Open Request link? Once you click on that link, a web browser will pop up and THERE is where they can grab the document.

    image.png


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  • Kavish
    Kavish ✭

    Thank you@Eric Law. This was so silly at my end; I was anticipating the form as an actual attachment on the email. Thank you so much! Hope you have a great day!

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I believe for Smartsheet its 400<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":527,"urlcode":"columns","name":"columns"}]},{"discussionID":110564,"type":"question","name":"How to add myself back in to a user group?","excerpt":"As the Owner\/Creator of a User Group, my User ID is automatically included as a member in the group when I create it. This inclusion makes it easy to troubleshoot problems with Smartsheet applications created by other people in the District who use my User Groups to grant access to their app. I deleted myself in several…","snippet":"As the Owner\/Creator of a User Group, my User ID is automatically included as a member in the group when I create it. This inclusion makes it easy to troubleshoot problems with…","categoryID":321,"dateInserted":"2023-09-21T13:42:09+00:00","dateUpdated":null,"dateLastComment":"2023-09-22T17:48:38+00:00","insertUserID":28576,"insertUser":{"userID":28576,"name":"Richard D. Vogt","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Richard%20D.%20Vogt","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!u4jd90hPoxQ!ZMldmeRwbTo!YVApGapTWqc","dateLastActive":"2023-09-22T17:57:41+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":120447,"lastUser":{"userID":120447,"name":"Ryan Kramer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ryan%20Kramer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-24T14:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":45,"score":null,"hot":3390711047,"url":"https:\/\/community.smartsheet.com\/discussion\/110564\/how-to-add-myself-back-in-to-a-user-group","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110564\/how-to-add-myself-back-in-to-a-user-group","format":"Rich","tagIDs":[442,549],"lastPost":{"discussionID":110564,"commentID":396634,"name":"Re: How to add myself back in to a user group?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/396634#Comment_396634","dateInserted":"2023-09-22T17:48:38+00:00","insertUserID":120447,"insertUser":{"userID":120447,"name":"Ryan Kramer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ryan%20Kramer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-24T14:46:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-22T17:16:46+00:00","dateAnswered":"2023-09-21T15:52:33+00:00","acceptedAnswers":[{"commentID":396478,"body":"

If you are an Admin, I believe you can do this via the APIs.<\/p>

First, do a list of all of the groups, find the groups and their IDs, and then create a request to add your user to the respective group.<\/p>

Ryan<\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":442,"urlcode":"groups-and-group-management","name":"Groups and Group Management"},{"tagID":549,"urlcode":"account-and-user-management","name":"Account and User Management"}]},{"discussionID":110515,"type":"question","name":"How do I add text to a formula","excerpt":"My current formula below works, and returns the value, 25%. But I want to add specific text to the value returned. So it should read, 25% - Milestone 1, or Milestone 1 - 25% =INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) Thanks.","snippet":"My current formula below works, and returns the value, 25%. But I want to add specific text to the value returned. So it should read, 25% - Milestone 1, or Milestone 1 - 25%…","categoryID":321,"dateInserted":"2023-09-20T16:52:32+00:00","dateUpdated":null,"dateLastComment":"2023-09-20T17:33:32+00:00","insertUserID":159073,"insertUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-26T13:59:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":159073,"lastUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-26T13:59:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":53,"score":null,"hot":3390461164,"url":"https:\/\/community.smartsheet.com\/discussion\/110515\/how-do-i-add-text-to-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110515\/how-do-i-add-text-to-a-formula","format":"Rich","tagIDs":[219,254],"lastPost":{"discussionID":110515,"commentID":396248,"name":"Re: How do I add text to a formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/396248#Comment_396248","dateInserted":"2023-09-20T17:33:32+00:00","insertUserID":159073,"insertUser":{"userID":159073,"name":"SJTA","url":"https:\/\/community.smartsheet.com\/profile\/SJTA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-26T13:59:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-20T17:32:18+00:00","dateAnswered":"2023-09-20T17:27:12+00:00","acceptedAnswers":[{"commentID":396247,"body":"

Just add the text you want in quotes, than a plus sign, than the formula text.<\/p>

=\"Milestone 1 - \" + INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) <\/p>

Or...<\/p>

=INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) + \" - Milestone 1\"<\/p>

You can see an explanation of a similar use case in this video https:\/\/youtu.be\/g9eap8EjFTI?t=272<\/a><\/p>

Dan Palenchar | <\/strong>School of Sheets Solutions Consulting<\/a> (Smartsheet Aligned Gold Partner)<\/p>

Smartsheet Consulting Inquiries: schoolofsheets.com\/workwithus<\/a><\/p>

Smartsheet Tutorial Videos: schoolofsheets.com\/youtube<\/a><\/p>

\n
\n \n \"Email<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"sheets","name":"Sheets"},{"tagID":254,"urlcode":"formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5101,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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