Add a feature to forms after completing a sheet to receive a file that's customized from subject's responses.
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Are you able to provide more details as to how you would expect this to work / look?
A different platform provides this option. After filling out a survey, that information is used and populated in a certificate uploaded by the survey creator.
Have you looked into the Document Builder feature within Smartsheet yet?
https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder
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Hi, I hope you're well and safe! This sounds like a perfect use case for the Document Builder feature.
Have you explored that? Would that work/help? I hope that helps! Be safe, and have a fantastic day! Best,Andrée Starå | Workflow Consultant / CEO @ WORK BOLD ✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me 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! I appreciate it, thanks!
First I'm hearing about this. I will try and see if it works for our needs.
@Paul Newcome @Andrée Starå
I was able to generate a certificate. Now, how would I automate to send it back to the person who completed the survey? I looked at workflows and now I'm lost. Appreciate the help!
Excellent! Happy to help! As long as you have the submitter's email, you can add a workflow that would trigger from an added attachment (The created certificate) that would then be sent to the submitter as soon as It's completed.
Make sense? ✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me 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! I appreciate it, thanks!
It makes sense but I can't seem to figure out the automation. I have the submitter's email on the survey itself. I have been juggling between automation and connections but can't seem to get what I need.
Looking forward to your response!
Louie
You would add two different workflows.
For the first part, you have to ensure that you have the email added to a contact column. Either in the form or by using a formula to take the submitted email and populate a contact column. Something like this.
For the second part, it should look something like this.
Make sense?
Did you get it working?
✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me 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! I appreciate it, thanks!
I think I'm getting closer to the end of this. So for contact, the form should be under contact list? The thing about the survey I'm creating is that it's meant for everyone including those without smartsheet access. Right now I can't seem to pull up contacts under the contact field.
Just figured it out with permission settings. THANK YOU SO MUCH FOR YOUR HELP @Andrée Starå!
You're more than welcome!
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