Responding to form submissions
I'm setting up a form for non-licensed users (requestors) to submit inquiries regarding the status of our projects. I have the form set up so that my team can provide a response to the inquiry within the form when they receive a notification that a new request has been submitted. How do I automate getting that response back to the requestor?
Please advise and thank you in advance for your time.
Wendy
Answers
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Hi Wendy,
Have you thought about using an Update Request workflow instead? Is that an option?
More info:
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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That would work if I could designate the column that has the requestors email address. How do I get the alert to allow me to select the requestor email column?
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Sorry, I misread the question.
First the requester needs to add their email address to the form so you have it on the row and available.
We could then for example use an Automation Workflow with an alert to send a message or use send row for example.
Would any of those methods work?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I have a space for the requestor to enter their email address and it will of course populate in the sheet. I am trying to create an alert to send a message to the requestor after my team answers the inquiry. When I get to the section where I select where to send the alert, how do I designate the requestor's email address?
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Ok. Now I follow!
You'll have to use/add a contact type column where they add their email address.
If you're using the default, send me a copy feature you can deactivate it.
If you want to send them a confirmation, you could set up an alert to send it automatically.
Make sense?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Can I just share my sheet with you? I was able set up the contact column and the automation, but it didn't work.
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It's not allowing me to share with you.
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Yes, sure!
(Delete/replace any confidential/sensitive information before sharing) (share too, andree@getdone.se)
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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It's still not allowing me to share.
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Ok.
It could be that there are restrictions set to your account so you can't share to domains outside of your own.
Feel free to email me instead if you'd like with as much information as possible.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I'll send you the form and screen shots. Thanks so much for your help.
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Did you happen to get my email? I just want to make sure that it went through. Thank you.
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@Wendy Young Yes, I did. I'll get back to you.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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