Email Form

Kaitlyn.kemp
Kaitlyn.kemp ✭✭
edited 06/08/23 in Formulas and Functions

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!

Answers

  • Matt Johnson
    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

    Matt Johnson

    Sevan Technology

    Smartsheet PLATINUM Partner

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