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Smartsheet "Upload Attachment to Row" action overview
Smartsheet "Upload Attachment to Row" action overview

Deliver a PDF version of your completed Form and Form images to your Smartsheet row with the "Upload Attachment to Row" Smartsheet action.

Updated over 6 months ago

Establish your Smartsheet Upload Attachment to Row action to upload a PDF version of your completed Form, or your Form images, to a Smartsheet row.

🗒️ Note: Smartsheet actions are only available to Enterprise-tier accounts.

For this action, you’ll configure your Connection, Destination Sheet, Attachment Destination Row, and File(s).

Screenshot displaying the Smartsheet: Upload Attachment to Row action in the Workflow Recipe Builder.

In the Connection drop-down menu you’ll find the connections available to you from OneDrive. If you'd like to add a new connection, scroll to the bottom of the menu and click + Add Connection, or navigate to the Connected Apps page.

Specify the path to the Smartsheet sheet which you want your Upload Attachment to Row action to reference with the Destination Sheet.

Attachment Destination Row specifies the Row ID to which you want to upload your attachment. Reference specific dynamic metadata or preceding step outputs, or use Workflow variables to reference the Row ID from a preceding Add Row to Sheet or Upsert Row to Sheet action.

Your File(s) references the outputs from your preceding Workflow steps. Select PDFs, Images, or Attachments in order to upload the selected files to your specified Attachment Destination Row.

🗒️ Note: When you use a Workflow recipe, your Destination Row and File(s) are automatically defined using the outputs from your previous Workflow steps.

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