Auto-Populate email address or business units tied to name or company ID on Intake Form

Shirley Romero

Auto-Populate email address or business units tied to name or company ID on Intake Form. Then captures this info on the actual Smartsheet columns. This will save the users time, entering information on the form and also save the hassle of adding the sections for the Smartsheet admin.

Andrée Starå

Hi @Shirley Romero

I hope you're well and safe!

You could have it auto-populate after submission if the form is set, so they must be logged in.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Shirley Romero

Thanks Adree we have that set-up. Just wanted the intake to auto populate while users enter info on the intake form with their name and email. Similar to an application called Service Now. Hopefully we can get this feature in Smartsheet