Feature Request - Ability to Email locked fields in the auto-response

Christopher Yellen

We are attempting to use Smartsheet to aggregate some of our quality data. Users score customer interactions and will utilize a web form to populate a Smartsheet. The sheet contains formulas that calculate the actual scores (in a few categories). We need a way to get the results to the evaluator relatively quickly so they can share the score and use the output for coaching the rep.

 

I have enabled the "email confirmation" and as long as I include the fields with the formulas in the form, the user will get a copy of all their entries AND the calculated score. However, that means I have to include a field in the form that I really don't want them to fill in. 

 

In a perfect world, there would be an option to include locked fields in the email confirmation.

 

Alternatively, if there was a way to format a report to look more like the email confirmation, we could bundle those up and send those reports out daily.

Travis

Have you used Zapier before? Zapier is an online service which utilizes applications APIs to perform automated actions. You could create a ‘Zap’ which will can email the user who submitted a form and can include any field you want from the sheet (even if it wasn’t included in web form). When setting this up, rather than having a “send me a copy of my response” field, add a field where users can add their email address then use this field in Zapier as the email address to send the email to. 

 

Check out https://zapier.com for more information.