Form Confirmation Email Improvment - Quality of LIfe

When users submit an Non-Conformance Report (NCR) using smartsheet forms we generate a NCR# for the issue. I would like our confirmation email/message to tell the user what that NCR# is, instead of forcing them to log in, open smartsheets, and find that number.

Sign in to vote!

Find more posts tagged with

Forms

Idea Submitted

Comments

Ken Armstrong

Hello,

@Degelman If you have a status column you could set an alert with the NCR Number and Description to send to the dedicated person. As a QA ISO9001-2015 guy I would do this when the NCR Status went from "Submitted" to "In review", Then again when the status' changed to "In-Progress" and "RCA" with progress notes column. So many possibilities to complete this action. Hopefully this helps!

Degelman

Hi Ken,

Thanks, we have email notifications set up with an "assigned" and our "FYI" columns. We also give notifications to our quality department on any updates. Certain actions require the NCR number, so we'd just like the person who submits it to know what his NCR# is without adding clicks and tracking down the number.

Thanks,

Degelman

Andrée Starå

Hi @Degelman

I hope you're well and safe!

Set up a Workflow combined with an Alert Action to trigger when a new form has been submitted.

You'd add the Created By system column and change the form so the users have to be logged in to Smartsheet, and then you'll get the submitter automatically.

In the Alert, you could use the Placeholder feature to include what you want in it.

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!

Quick Links

Trending ideas

Resource Management Plan Settings in Control Center - add Client and Project Code fields
In the Resource Management Plan Settings in Control Center, there is no way to link the Client and Project Code fields even though they are not Custom fields and part of the first 3 fields you enter when creating a new project. I can't select them in the Custom Resource Management Information Fields because they are not…
WorkApp Analytics
I’d like to see user analytics for WorkApps. I’ve checked the user report available in the Collaborator Pack, but it only shows how many times someone has clicked into the WorkApp each month. I’d like to know: Which resources (dashboards, sheets, forms, etc.) are getting the most traffic? Where are people spending their…
Sheet Icon Color Consistency
The 'Sheet' icon appears purple in the left navigation but blue within the sheet, creating inconsistency. Aligning icon colors across the platform would improve clarity and simplify user training. Please standardize the icon color to enhance user experience and reduce confusion during onboarding.