Automatic email notification through forms

08/30/19 Edited 12/09/19

I created a form which includes a text field for the person's email address.  I want to create a workflow to trigger sending an email to the person when a specific field is changed.  However, the person's email is NOT part of the contacts.  How can I tell Smartsheets to email the person that a change has been made?  There does not seem to be a way for me to notify from a specific field...only from contacts.

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  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Have you tried changing that field on the sheet to a contact type column? This would also change it on the form and make is usable for Alerts & Notification.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Carolyn,

    First, make sure that you have allowed yourself to receive notifications properly in your Personal Settings (circle/profile in the upper right corner) and secondly check the Permission.setting for the Automations. (cog in the upper right corner in the Automation overview) 

    Did that work?

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Pesonal Settings.png

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    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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