Email as form field and for copy of responses

My organization has just started using Smartsheet and I created my first form. I have a required "Email" field. I also enable the submitter the option to receive a email copy of their submission, which also requires an email. I announced the form and asked for feedback. Immediate and understandable feedback was, "Why do I need to enter my email address twice?"

So, how do I configure a form to require an email address and have that address used by "Send me a copy of my responses"?

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Andrée Starå

Hi Jim,

Unfortunately, it's not possible at the moment to change anything when it comes to the "Send me a copy of my response" field, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a workaround, you could set up an automation rule that would send out a copy of the form automatically. You could write in the description that they don't need to use the other one.

Would that work?

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome

I was thinking something along the lines of creating your own checkbox column asking if they want a copy. Don't include the built in form option. Then set up an automation to send the row as an Alert whenever a new row is added and that box is checked.

Andrée Starå

Ah yes, forgot that you can remove it.

Andrea Westrich

@Andrée Starå,

How would you set up the automatic email? You said, As a workaround, you could set up an automation rule that would send out a copy of the form automatically. You could write in the description that they don't need to use the other one. How do I do this with a form?

Genevieve P.

Hi @Andrea Westrich

Form submissions create rows in the underlying sheet. Based on this, I believe @Andrée Starå is talking about setting up an Alert Workflow (see here) so that when a new row is added to a sheet you automatically send an email out to the address in a specific cell, the address that was filled in from the form.

Screen Shot 2021-04-20 at 2.02.58 PM.png

Keep in mind that email field would need to be a Contact Column in order for the alert to use it in the Action Block.

Then for the description, you can add this to the form itself, like so:

Screen Shot 2021-04-20 at 2.05.07 PM.png

@Andrée Starå please feel free to let me know if I'm wrong! 🙂

Cheers,

Genevieve

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