Automate sending an email referencing a column

Nathan Winegar

I have a form where the public submits information for a schedule change.  Can I set up a workflow so when I mark 'complete' in a column, I can reference the column where the email is located to send out an auto response that their request has been completed?  These are non-smartsheet users who do not need any access to the sheet.

Andrée Starå

Hi Nathan,

Yes, you can! You'd select a contact column as the source for where to send the response.

Would that work?

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Nathan Winegar

Thank you.  At first it looked like I still had to choose each individual person every time, but I found out how to just choose the column.  Appreciate the help.

Andrée Starå

Excellent!

Happy to help!

Nathan Winegar

Andree,

I spoke too soon.  It is not working.  I created the workflow stating that when I change a column to 'completed' to Send to contacts in a cell and chose the column that those emails are listed.  I tested my work and home email, and nothing has happened.

Andrée Starå

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 fix it?

Hope that helps!

Andrée Starå

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