Form "Created By" Email used to look up system "Contact List" user

The use case I have is: I am using a form to collect information, that I then will use to drive an approval workflow.

A) when a user enters a form "Created By" is a system field that displays as Email address even if you require login for security

B) workflows require Contact List User Account's to drive approvals.

So, I am not able to systematically accept a form fill, use "created by" for security purposes, then translate that into a user account to execute a workflow. I have to keep a manual list

Please let me either look up from email (Created by) to user account "contact" I can index & match off of, OR use a user account contact to provide an email I can index/match against. Ideally both directions would be best.

This request appears to be lingering from 2020 and 2021 posts that don't appear to have resolutions.

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Idea Submitted

Workflows in Smartsheet

Approval Request

Comments

Genevieve P.

Hey @DanK WI

Workflows can use the Created By System column in order to send to "contacts in a cell". 🙂

Even though the value appears as an email, that email can be used in workflows. Does that solve your specific scenario?

Cheers,
Genevieve

Ethan Elmwood

If a form filler inputs a first and last name in a contact list section that exactly matches an individual in the contact list, the input should automatically revert to a contact when put into the sheet rather than it just being text. That way automations can run smoothly to send messages to individuals in that contacts cell.

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