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

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.