Forms - Automatic email to the person submitted the form
I want to send automated email to the person who is submitted the form. I have changed the setting to unrestricted so anyone could receive email.
I don't see any columns under 'Send to contact in a cell'. It's empty even when I try to search for it. Can anyone help?
Comments
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Hi @JalalAli
I hope you're well and safe!
You could change the Form settings so that they need to be logged in to submit the form. You can then add the system column, Created By, and then use that column in an Alert that could trigger automatically after the submission.
Make sense?
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
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.
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@Andrée Starå I want students to submit the form and they are not SmartSheet users. I am collecting their emails. Any way I could send them an automated email?
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Ok.
Add a column and use it as a required field where they have to add their email and then use that for the alert.
Make sense?
Would that work/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!
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.
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@Andrée Starå Maybe i wasn't clear in my first message. I have the column and I have emails in that column. In the automation, when I go to alert someone, I don't see any columns in the Select a contact field. See attached. Even when I try to search the column, it doesn't show. Does it make it clear?
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@JalalAli The column you are keeping the emails must be a Contact list type column. you will have to change the column type then you can retype these emails in and add each one as a contact by clicking add contact and putting in their names next to their emails.
Ken Armstrong
Smartsheet Project Manager, GE Aerospace
Certified Smartsheet Administrator
Be Firm! Be Fair! Be Friendly! Be Honest!!!
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Thank you @Ken Armstrong. This worked!
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That's great and I am happy to help!!
Ken Armstrong
Smartsheet Project Manager, GE Aerospace
Certified Smartsheet Administrator
Be Firm! Be Fair! Be Friendly! Be Honest!!!
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@Ken Armstrong In an automated email, it also adds that the row has been added and all the details. Any possibility to not include that part as shown below?
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Sure at the bottom of your message you can customize the message and what the message will include
Here is where you can pick which information you want to display
Ken Armstrong
Smartsheet Project Manager, GE Aerospace
Certified Smartsheet Administrator
Be Firm! Be Fair! Be Friendly! Be Honest!!!
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Yes, you can use the message-only option instead and add a message and maybe include something from the submission using the Placeholder feature.
Would that work/help?
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.
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Great, thanks very much for help!
Is there a possibility to change the sender name? Right now email goes from me.
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@JalalAli There is for EAP Program members. This feature will be rolling out soon, but if you cant wait please submit an application and join me and many others as an EAP group member https://www.smartsheet.com/eap
Ken Armstrong
Smartsheet Project Manager, GE Aerospace
Certified Smartsheet Administrator
Be Firm! Be Fair! Be Friendly! Be Honest!!!
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Excellent!
You're more than welcome!
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful, Insightful/Vote Up/Awesome. 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.
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Thanks! I just applied
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@JalalAli Perfect I hope you get accepted.
Ken Armstrong
Smartsheet Project Manager, GE Aerospace
Certified Smartsheet Administrator
Be Firm! Be Fair! Be Friendly! Be Honest!!!
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