Email Alerts sent directly to contact chosen on upon assignment per Contact List on Forms.

NKOE
NKOE
edited 04/03/23 in Smartsheet Basics

Good Day!

I created a form for project request submissions that has a Contact List field to choose who they would like to assign the project to.

When they hit submit, will this automatically notify that specific project manager?

If not, what is the best format for a workflow that I can add to the sheet so that it alerts the assigned PM.

I tried to test it by assigning the form to myself however, I did not get an email alerting me of the submission.


Thank you so much for your time!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @NKOE

    I hope you're well and safe!

    No, you'd have to add a step or another Workflow that sends them an Alert.

    For your notifications.

    Ensure that you've checked the Sheet Change Notification Settings box to Include my changes in sheet notifications in your Personal Settings (circle/profile in the lower-left corner).

    Did 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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