Automation works on sheet but not when form is used

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Hello.

I created a sheet first and decided I wanted to be able to have people use a form to fill it in. I have an automation set up that contacts a person for approval when a request is made. It works when the data is filled directly into the sheet but it isn't working when I fill the information into the form and the sheet is filled in automatically. Any idea what I am doing wrong?

Thanks so much!

Terri

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Tjmarget

    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!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    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.

  • Dwood217
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    I found your question by searching for something similar. When someone fills in a form, I want the form to create the person as a contact in a contact column so they will receive automation alerts. Otherwise, I have to collect their name and email address via the form, then manually go into the sheet and create a true contact in a true contact column. What you're experiencing, from my experience, is expected behavior, but it would be great if the form could generate a true contact to eliminate the manual step.

    Senior Project Manager at Nlyte Software

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Dwood217 & @Tjmarget

    You'll need to add a so-called helper column (Contact Type), and reference the column where the submitter adds their email address, and then use the helper column for the workflow.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    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!

    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.