How does the form submitter receive a confirmation email without getting copy of the submission.

danvall

Hi there,

I am hoping to find a way for our staff who submit information through form to receive an email confirmation without having to get a copy of the information they fill in the form. At the moment the only email option is to have them get a copy of their response to the form, but I don't want them to have a copy of their response. I am hoping the SmartSheet experts can help me with this matter.

Thank you very much in advance!

Monique Odom-Stearn

Hello @danvall,

If you just want them to receive a confirmation on screen that they've submitted, you can go into the form settings to customize the confirmation message they see on screen.

If you'd like the submitter to receive a confirmation email with a message and their responses, you can set up a workflow automation, triggered when a new row is created, to send a notification to the submitter. You can then customize the message they receive and choose which fields they'll see in the email.

Monique Odom-Stearn

Hey @danvall,

There are 2 ways you could accomplish this:
1) You could add a contact field to the form where submitter's enter their email address. Then you could use that field by selecting "Send to contacts in a cell."
2) In the form Settings, you can turn on "Require Smartsheet login to access this form." This will start collecting the email address of the submitter in the "Created By" column (instead of the generic form email), which you can then select in the contacts section of the automation.

Monique Odom-Stearn

Hello @danvall,

If you just want them to receive a confirmation on screen that they've submitted, you can go into the form settings to customize the confirmation message they see on screen.

If you'd like the submitter to receive a confirmation email with a message and their responses, you can set up a workflow automation, triggered when a new row is created, to send a notification to the submitter. You can then customize the message they receive and choose which fields they'll see in the email.

danvall

@Monique Odom-Stearn Thank you very much for your input. I am wondering for the workflow automation, do the staff need to have access to the intake sheet or registered to use a free account in Smartsheet without having access to the intake sheet when they submit the form?

danvall

@Monique Odom-Stearn I went in the automation try to find the option to send a notification to the submitter. Please see a screenshot below as a reference. Would you please let me know where to find the option to notify the submitter if they are not ones of the people who have access to the sheet.

Monique Odom-Stearn

Hey @danvall,

There are 2 ways you could accomplish this:
1) You could add a contact field to the form where submitter's enter their email address. Then you could use that field by selecting "Send to contacts in a cell."
2) In the form Settings, you can turn on "Require Smartsheet login to access this form." This will start collecting the email address of the submitter in the "Created By" column (instead of the generic form email), which you can then select in the contacts section of the automation.

danvall

@Monique Odom-Stearn Thank you!

danvall

@Monique Odom-Stearn Hi again, I tried the first method you mentioned that "add a contact field to the form where submitters enter their email address. Then you could use that field by selecting "Send to contacts in a cell." However, the people who submitted their form still didn't get the notification even after I sent the automation to send to contacts in a cell to the column of submitter email. Please see in picture below as a reference. I also change a setting to be restricted for people who listed in the cell able to receive the email notification, but no one has received the email after submitting their forms.