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automated communication surrounding web forms

Linda Schmidt
Linda Schmidt โœญโœญ
edited 12/09/19 in Archived 2015 Posts

I'm building a fairly complex job-request web form to feed a grid that tracks marketing-creative requests for our designers and web developers, and I have a question:

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I'm gathering two kinds of data: one kind that is concise and drops easily into my tracking grid, and another kind that is much more descriptive and longer. I don't really want the latter kind of data cluttering up my grid, but it needs to be available to me as the recipient of the job-request form and also to our designers. I don't want them scrolling horizontally through an unwieldy wide grid to find out what they are to work on. I can hide these longer columns in the grid, but this data does need to be passed to me and to the people working on the project.

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When a requester fills out my new web form, I know she can elect to be copied on all the data she entered. Isn't there a way for me (as the recipient of the form) to also be copied? Again, I know the point here is that the data flows directly into my grid, but for the reason above, I need to see it in a vertical format as well, for readability.

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All advice greatly appreciated.

Comments

  • JohnHinkle
    JohnHinkle โœญโœญโœญโœญโœญโœญ

    There are a couple options I can suggest for this. You can 'edit' and row by right clicking on the row and selecting Edit Row. This will bring up your row in aย verticalย view (see below)

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    You could also use Zapier which can email you the content of a row when a new row is added. ย You have some flexibility about how you want the email formatted when it is sent. Go toย https://zapier.comย to set this up

    Screen Shot 2015-08-06 at 11.27.31 AM.png

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