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Using API to merge an attachment from Smartsheets into a Google Doc?

Julie Murphy
edited 12/09/19 inArchived 2016 Posts

Has anyone used the API to merge the attachments in a row into a Google Doc along with the information in the row? I have used the merge and created a template which merged the info in my rows into a beautiful form and emailed it for me, but I also need to pull out the attachments that are included in that row and send them with the merged doc. I am not super IT-savvy, so I'm hesitant to get into the API without some guidance.

Comments

  • Atus Bartal
    Atus Bartal ✭✭✭✭✭✭

    Dear Julie,

    I often use the Drive-Smartsheet merge add-on. Actually, there is no option to attach anything to the outgoing email with the file merged. It is designed to create documents (PDF and GDoc at the moment) from many records in a database, i.e. Smartsheet. The option is to attach these docstoSmartsheet records (which is really cool), not to pull them outfromthere.

    However, this functionality woudl be fine, so I would be glad to hear I am not right:)

    Atus

This discussion has been closed.
Is your Site Name column called Site Name or Site Name:<\/p>"},{"commentID":392309,"body":"

Hi Debbie<\/p>

You are right on this one. The problem was my Site Name: it was as Site only on my sheet. I now resolved my issue. My workflow is saving successfully now. I Thank you so very much for your assistance. Please ignore the mail trail that I send you.<\/p>

You must have a wonderful day. I appreciate your assistance.<\/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":[]},{"discussionID":109375,"type":"question","name":"Calculate number of days and years from start date","excerpt":"I need to see how long staff have been with us, their tenure. I need this for any given dates, meaning \"today\". I have the start date, how do I get the days from that in years and days? Example: Start date is 06\/01\/2020, today is 08\/23\/2023 so the Tenure should be 3 years, 2 months, 22 days. I would take 3.2","snippet":"I need to see how long staff have been with us, their tenure. I need this for any given dates, meaning \"today\". I have the start date, how do I get the days from that in years and…","categoryID":322,"dateInserted":"2023-08-24T01:42:08+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T15:05:11+00:00","insertUserID":82351,"insertUser":{"userID":82351,"name":"Leann Gibson","url":"https:\/\/community.smartsheet.com\/profile\/Leann%20Gibson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-04\/7e\/c6\/n7ec6db531603daaefab20990ddcfdd53.jpg","dateLastActive":"2023-08-24T15:03:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":82351,"lastUser":{"userID":82351,"name":"Leann Gibson","url":"https:\/\/community.smartsheet.com\/profile\/Leann%20Gibson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-04\/7e\/c6\/n7ec6db531603daaefab20990ddcfdd53.jpg","dateLastActive":"2023-08-24T15:03:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":29,"score":null,"hot":3385732039,"url":"https:\/\/community.smartsheet.com\/discussion\/109375\/calculate-number-of-days-and-years-from-start-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109375\/calculate-number-of-days-and-years-from-start-date","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109375,"commentID":392349,"name":"Re: Calculate number of days and years from start date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392349#Comment_392349","dateInserted":"2023-08-24T15:05:11+00:00","insertUserID":82351,"insertUser":{"userID":82351,"name":"Leann Gibson","url":"https:\/\/community.smartsheet.com\/profile\/Leann%20Gibson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-04\/7e\/c6\/n7ec6db531603daaefab20990ddcfdd53.jpg","dateLastActive":"2023-08-24T15:03:59+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T15:05:21+00:00","dateAnswered":"2023-08-24T15:05:11+00:00","acceptedAnswers":[{"commentID":392349,"body":"

That worked perfectly, thank you!!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109369,"type":"question","name":"INDEXING and Validating","excerpt":"I have a perplexing question, that I am sure someone knows and I am missing here. I am working on a sheet to gather data from a form. However, this form will get quite lengthily and may span multiple years. With that said this is where I am stumped. =INDEX(COLLECT({Test Sheet 1 Range 1}, {Test Sheet 1 Range 1}, <> \"//www.santa-greenland.com/community/discussion/4322/\"),…","snippet":"I have a perplexing question, that I am sure someone knows and I am missing here. I am working on a sheet to gather data from a form. However, this form will get quite lengthily…","categoryID":322,"dateInserted":"2023-08-23T21:21:49+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T14:04:04+00:00","insertUserID":163519,"insertUser":{"userID":163519,"name":"Frank Hammond","title":"Mr.","url":"https:\/\/community.smartsheet.com\/profile\/Frank%20Hammond","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2023-08-24T15:23:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-24T14:09:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3385713353,"url":"https:\/\/community.smartsheet.com\/discussion\/109369\/indexing-and-validating","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109369\/indexing-and-validating","format":"Rich","lastPost":{"discussionID":109369,"commentID":392314,"name":"Re: INDEXING and Validating","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392314#Comment_392314","dateInserted":"2023-08-24T14:04:04+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-24T14:09:02+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-23T21:50:04+00:00","dateAnswered":"2023-08-23T21:43:36+00:00","acceptedAnswers":[{"commentID":392246,"body":"

@Frank Hammond<\/a> <\/p>

Your formula is close, looks like you just need commas between your criterion range and criterion.<\/p>

=INDEX(COLLECT({Test Sheet 1 Range 1}, {Test Sheet 1 Range 2}, = 9, {Test Sheet 1 Range 3}, = 2023), Index@row)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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