E-mail Sent After Submission to Submitter?
When you are using Smartsheets and you want to send an email to the person who submitted a project request after submission how do you setup this rule in Smartsheets? I have a place within the form for the user that is filling out the form to enter their email address but I'm not able to figure out how to setup a rule to trigger an email to that email address.
Answers
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Hello @lindsay.karlowsky
On your Form Settings, you need to select "Require Smartsheet login to access this form"
On your underlying sheet, you need to have a "Created by" auto column, and the user who submitted the form will populate this field.
Then setup an Automation with the Trigger of "When rows are added". Select the Action of "Alert someone". For the alert people section, select "Send to contacts in a cell", and select the "Created by" cell. Enter the details you want in the email. Select which fields you want the user to receive by email.
And that should do it. Hope this helps!
All the best,
-Ray -
Hi Ray!
Not all of the users will have a Smartsheet login who are entering these forms. Is there a different way to send a response without having a Smartsheet login?
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If they don't have a Smartsheet account, then that "Require Smartsheet login to access this form" setting and associated column will not work.
Instead you will need to have a form on the field to collect their email address. That would get entered into a column you'll need to create (named something along the lines of "Form Submitter"). Then your automation would point to that cell instead of the "Created by" cell.
Yes, Smartsheet will send to people outside of your organization's Smartsheet account unless your Smartsheet Admin Team has restricted such.
All the best,
-Ray -
Hi Ray - I have tried to add a field within the form so the submitter could add their email address but then if you try to setup an automation rule I'm not able to have the automation point to that cell. It does not give me the option when I try to choose from the dropdown it is just blank.
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On your form, the column containing the email address should be a "Contact List" type column on the underlying sheet. If it's just text/number, it won't consider the content as an email address even if it's formatted as one.
Make sure your column is set accordingly, and keep me posted.
BRgds,
-Ray
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