Smartsheet Basics

Smartsheet Basics

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How do I setup automation to email the person who submitted a form when it is marked completed?

Hello,

New to using SmartSheet. We're looking to automate our vendor creation process from email to SmartSheet forms. I want to build it so that whoever submits the form will automatically be notified once a member of the team has marked the request as completed. I currently have an email field on the form, but it looks like I would have to manually add every potential person to a contact list and manually assign them to the row to set up the automated notification. I don't see a way to automate it so that it assigns a contact based on the email field that is filled out by the user. I want this to be as automated as possible so someone doesn't have to manually assign a recipient to the notification.

Answers

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    Hi @btran_ssl

    I have something similar set up, but as my last item on the form I have a Submitter entry with it being a Contact List and validation set to email.

    This populates a column in the sheet which you can then select in your Automation workflow.

    Simply set the trigger to be when the appropriate row is marked as Completed.

    Hope this works for you.

    Paul Reeves. MBA, LSSBB

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