How to retrievie Submission forms?

Options

We have a customer request form that customers can fill in for works requests. How do you retrieve the completed submission forms to print to place on hard copy records

Tags:

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @Amy White

    I hope you're well and safe!

    • Using Document Builder
    • Print row

    Would any of those options work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Stefan
    Stefan ✭✭✭✭✭✭
    edited 03/31/23
    Options

    Hi @Amy White,

    some options that may do what you want:

    • In the sheet where the form result is saved, click right in the row menu and select print
    • You could also create a workflow to e.g. send a notification to an email address when a new form entry arrives in the sheet. The recipient could then print the eMail.

    Hope this helps

    Stefan

    PS: André was faster and also very helpful - as usual ;-)

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.