Include Help Text on Form Submission Copy

Options
kelceyg
kelceyg ✭✭✭✭✭

My organization currently has a site visit assessment form. Many questions on this form are too long for the sheet column headers, so the columns are just labeled Question 1, Question 2, etc. The actual question is then put in the "Help Text" field on the form.

Many leaders who fill out this form opt to receive a copy of their responses. However, when they do this, the help text does not come through on the copy. Is there any way to include that text in the submission copy?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @kelceyg

    I hope you're well and safe!

    You could add an automated alert that submits for each submission, and that could include more information.

    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.

  • kelceyg
    kelceyg ✭✭✭✭✭
    edited 12/05/23
    Options

    Hi @Andrée Starå

    Our form is quite large with quite a bit of logic built in. Is there a character limit to the message? I am assuming we will have to send them all of the questions, not just the questions they answered (so they would see questions that they possible didn't answer based on the logic.)

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Options

    If each description is less than 4,000 characters...


    You can add a series of helper columns (can be hidden after setting up). Each column would have a column formula that is basically

    ="Question 1 text yadda yadda yadda"


    Then you would include another checkbox and contact type column in the form. You would have them check this box and enter their email if they want to request a copy. Then you would set up an automation and use {{Placeholders}} in the body of the message.



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    @kelceyg

    There's a limit on each cell of 4000 characters, so as long as it's not more than that, you should be ok.

    You can set it up to only include the questions that were answered. It can get complicated, and there are multiple ways to structure it. You could use groups, and as long as one question in the group is answered, it would be included.

    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.

  • kelceyg
    kelceyg ✭✭✭✭✭
    Options

    @Andrée Starå

    Could you tell me more about using groups?