Approval Process

Simon Wilcock

Hi

I have a form that takes details and then the sheet automation process fires this to a different manager and after each manager, it goes to the next approval level in the chain. All seems to work and I have even got a vlookup to another sheet to select the approval names based on the location selected.

What I cannot find out is how to get it so that all the people on that particular approval gets a notification that says the original submission was successful. And also, how to include the original submitter in this.

1 - I cannot get the original submitter to be recognized as a contact field that appears in the options to send a notification.

2 - I see there is an option to send an alert to everyone the sheet is shared with. Is this literally everyone (I plan to share to 2000 people to use to submit) or only those names on this particular row in the sheet that the form was used to populate.

Thanks

Andrée Starå

Hi Simon,

How do you know/identify who the submitter is?

• Contact column in the form
• Need to be logged in to access the form
• Something else?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Simon Wilcock

Hi Andree

Thanks for the reply. I'm a new user to Smartsheet in the last few weeks but enjoying it!

The form I have has a field for the employee to type their name. The form will be shared either by email or a link on a Smart sheet dashboard.

I was hoping to get the employee name as a contact field. Would I need them to actually enter their email address so at least I have it?

Thanks

Andrée Starå

Happy to help!

The column used in the form has to be a contact list type. If the employees are the same, you could add a list to the contact column where they select themselves, or they'll have to add their email address instead.

Also, if the employee has to be logged in to Smartsheet to access the form (set in the form settings), you could use the System Column, Created, and get the who it is automatically.

Make sense?

Andrée Starå

Hi Simon,

How do you know/identify who the submitter is?

• Contact column in the form
• Need to be logged in to access the form
• Something else?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) 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!

Simon Wilcock

Hi Andree

Thanks for the reply. I'm a new user to Smartsheet in the last few weeks but enjoying it!

The form I have has a field for the employee to type their name. The form will be shared either by email or a link on a Smart sheet dashboard.

I was hoping to get the employee name as a contact field. Would I need them to actually enter their email address so at least I have it?

Thanks

Andrée Starå

Happy to help!

The column used in the form has to be a contact list type. If the employees are the same, you could add a list to the contact column where they select themselves, or they'll have to add their email address instead.

Also, if the employee has to be logged in to Smartsheet to access the form (set in the form settings), you could use the System Column, Created, and get the who it is automatically.

Make sense?

Simon Wilcock

Ok, thanks, I will investigate both options.

Thanks for the help

Andrée Starå

Excellent!

I'm always happy to help!

Let me know how it goes!