Forms - Intake sheet
I created a new form for my intake sheet, it is now populating the "Submitter" column with "web-form@smartsheet" and not the submitter email address. What am I missing?
Best Answers
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This is a simple setting change, that you should be able to do with very little time. Click on the Forms menu, then click "Manage Forms." Find your new form, and click to modify the form. On the top center of the screen, click "Settings." Turn on the little toggle for "Require Smartsheet login to access this form" and save.
Moving forward, anyone who uses the form will need to be signed in to Smartsheet. That will capture the email and load it into your Submitter column.
If you need to make this form available to ANYONE (even people who do not have a Smartsheet account) you may need to modify your form to require people to enter their email address manually.
Here's a great FAQ about Forms:
Good luck!
If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!
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Hi @Tanya B
In the form settings, you will need to toggle the setting "Require Smartsheet login to access this form". This way, the field will auto capture the email address of the user submitting the form. If you expect people who do not have a Smartsheet account to fill the form, leave this untoggled and have a separate column in the sheet/field in the form to capture the email address of the submitter.
Thanks,
Aravind GP| Principal Consultant
Atturra Data & Integration
M: +61493337445
E:Aravind.GP@atturra.com
W: www.atturra.com
Answers
-
This is a simple setting change, that you should be able to do with very little time. Click on the Forms menu, then click "Manage Forms." Find your new form, and click to modify the form. On the top center of the screen, click "Settings." Turn on the little toggle for "Require Smartsheet login to access this form" and save.
Moving forward, anyone who uses the form will need to be signed in to Smartsheet. That will capture the email and load it into your Submitter column.
If you need to make this form available to ANYONE (even people who do not have a Smartsheet account) you may need to modify your form to require people to enter their email address manually.
Here's a great FAQ about Forms:
Good luck!
If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!
-
Hi @Tanya B
In the form settings, you will need to toggle the setting "Require Smartsheet login to access this form". This way, the field will auto capture the email address of the user submitting the form. If you expect people who do not have a Smartsheet account to fill the form, leave this untoggled and have a separate column in the sheet/field in the form to capture the email address of the submitter.
Thanks,
Aravind GP| Principal Consultant
Atturra Data & Integration
M: +61493337445
E:Aravind.GP@atturra.com
W: www.atturra.com
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It answers my question, however, I did try to add a new column adding submitters email, tried to modify my automation "send to contacts in a cell" but the new field "submitter email" does not come up as an option.
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okay figured that one out and have asked the sys admin to un-restrict if they want anyone to be able to submit a request and receive notification.
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