Submitter (Created By) Showing as Web-Form

Hi -- we have a sheet we are using by sending the link to the form to all employees. They manually enter their email address in the form. The issue is when the form is submitted the workflow automation doesn't work because created by is a web-form.

The email from the email address column that was entered by the employee is not selectable in the workflow automation.

How do I create a workflow for a column that is an email address but not a "contact"?

Thanks!


Answers

  • DKazatsky
    DKazatsky ✭✭✭

    Hi @AirlineDataGuy

    You should be able to do this by having a contact field in your sheet that is where the user inputs the email address on the form. It will come to the sheet as an appropriate address and you can use the field in a workflow instead of the created by information.

    Hope this helps,

    Dave

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @AirlineDataGuy

    I hope you're well and safe!

    To add to DKazatsky's excellent advice/answer.

    If you change the Form so they have to be logged in, you'll get the submitter's information in the Created By and can then use it to trigger workflows and similar.

    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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