Email Form

Kaitlyn.kemp

Hello,

I am looking to find out if there is a way that a form can be emailed to a teammate who has to fill out at the end of each business day. I have searched the help center but am unable to find an answer. Any help would be greatly appreciated!

Thank You!

Matt Johnson

Hi @Kaitlyn.kemp

There's a couple different ways to accomplish this, and probably more too.

Smartsheet Form: A form adds a new row to a sheet. Once the form is created you can email the form's URL to the teammate at the end of each business day. Or probably schedule emails to be sent automatically; or the person could bookmark the URL and set up a reminder to fill it out at the end of each day.

Smartsheet Automatic Update Request: An Update Request allows a user to update an existing row and can be emailed to the person automatically from within Smartsheet. This feature requires a row to already be there. Maybe preload a date column or something and the have Update Request fill in everything else on the row.

I hope that helps.

Matt