Forms: Pre-populating email address for the confirmation address

Pamela Wagner

My internal business client is requesting automation of their current process which includes an email to their clients with daily case reports. I would like to use a form to have the business enter in the pertinent information and then upon clicking Send Me a Confirmation, the client's emails will populate. They are very risk averse in terms of having to enter in data themselves (as client A received client B's info in the past) so I want to ensure that the form is very fool proof. I've been using the URL characters to help pre-populate the form as much as I can but since the confirmation email piece is not part of the form fields, I don't see how to get that to pre-populate. Also, if we can do this, it has to be multiple emails (or I wonder if I could create a distro list for it??).

Andrée Starå

Happy to help!

If the submitter is logged in, we can use an automated alert workflow after it's submitted that would send the submitter a copy of the submission.

Make sense? Would that work?

Andrée Starå

Hi Pamela,

If the information can be pre-populated and hidden it would be secure. We wouldn't use the send me a copy part at all.

Would that work?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Pamela Wagner

Attached is the use case for my conundrum

Use Case PC Form.pdf

.

Pamela Wagner

@Andrée Starå, thanks for the response! I've attached a simple use case and my current constraint to the solution.

Andrée Starå

Happy to help!

If the submitter is logged in, we can use an automated alert workflow after it's submitted that would send the submitter a copy of the submission.

Make sense? Would that work?

Pamela Wagner

Hi @Andrée Starå , yes and no.  I tried using workflow and believe I got it to work but the UI is not near as clean and nice as the confirmation that you get when you submit a form.  In that this is going to external clients, I prefer the form.  I will take another look at workflow and show it to the business team and see what they think.

Thanks much for your help!  I'm getting close!

Pam

Andrée Starå

@Pamela Wagner

You're more than welcome!

You can get it to be a little nicer by using Placeholders instead of all the fields at the bottom. I use that all the time in my client solutions to make it look nicer and more clean.

Would that help?

More info: 

https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages