Best Of

@Laxmi Udayana

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Hi all :)

I am trying to figure out how to create an automated workflow that will email the respondent PDF forms based on their answers. To put it into context, we will be having new providers "registering" themselves using a form where I would like to have them select which programs/software they need access to. In order for them to get access, they need to fill out program/software agreement forms (like access to a client records database). I am hoping to create a workflow that sends them a copy of the specific forms they need to sign, based on which programs they need access to.

Something like:

"[Insert Name]

Thank you for registering with our program! You indicated that you need access to Asana and Miro. Please sign the attached forms and --- back to us, so we can get you started."

Ideally, if they can reupload them to SmartSheet or have some way to send them back signed to us, it will then be forwarded to the appropriate admins of the programs/software.

Is this possible?

@Felicia Nabors

Also, have you explored using the Document Builder feature?

Hi @JenaW - I think Sam's reply is still on the right track. Assuming they enter the email addresses into a field called "Email", I recommend you add a column to your sheet (not on the form) called "Domain" that parses the domain of the emails they enter. Column formula = right(email@row, len(email@row)-find("@", email@row)).

Then, use an automation to send them the copy of their response: When a row is created, condition where the checkbox was checked, and where Domain = Medline.

Hope that's helpful!

Hi @Andrea Westrich

Yes! If you're using a Project Sheet with specific working days and times enabled (e.g. 5 day work week and holidays), then on the specific rows where you want it to be a 7 day work week you can use elapsed time by adding an e in front of the duration.

Here's more information: Work with Duration and Predecessors

Cheers,

Genevieve

@JenaW exactly. However, you can directly exclude non-Medline emails in the automation, in a condition block, if you don't want to set up a formula. In the condition block you would say email contains @medline.com or whatever it is, then it would only send to emails with that domain.

If you want a checkbox still to ask if they want an email, you would add that as a question on the form, and add it to the condition block saying it's checked.

Hi

if you visit this page there is a link to request a copy of the latest SOC2 report:

Does that help?