Use a form to answer a question and provide the person to inform

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I'm working on a two step process where employee 1 completes a form. In the course of completing the form they answer two questions:

  1. What decision did they make?
  2. What employee (employee 2) should it go to next?

I want employee 2 to get an automated notice but since I'm filling in the row with the sheet it won't send the notification.

Is there a way to allow employee 2 to get the notice?

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Answers

  • StevenBlackburnMBA
    StevenBlackburnMBA ✭✭✭✭✭
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    Here are my thoughts:

    1) Employee 1 answers their questions, with the "Employee 2" question being a contact list format

    2) When contact list "Employee 2" question goes from blank to non-blank, send notification to that employee formatted however you need it formatted within the automations feature

    3) You should be able to use form/dynamic view/sheet with this logic, as long as the field goes from BLANK to non-BLANK, how the information is entered will not matter -- you would just need to set up a second automation.

    Certifications:

    -Smartsheet 2023 Core Product Certification

    -Smartsheet 2023 System Administrator Certification

  • BillyBossier
    BillyBossier ✭✭✭✭
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    Thanks Steven,

    That worked I just got caught in my thought process and was missing the obvious solution. Thanks