Column types & alert function

edited 12/29/20 in Smartsheet Basics


I have created a webform. tried various ways to trigger alert function but did not work.

objective : to capture requestor's email automatically and trigger alert email to the requestor when the request is approved

Scenario 1 : force the requestor to login with smartsheet and add a column set to auto-number/system gen.

This captures requestor's email automatically. however, when approval status is changed to Approved, email alert did not trigger

scenario 2: add a field in the webform for the requestor to type in their email address.

When the form is submitted, email address is captured, but it displays as full email address format.

again, alert did not triggered when the status has changed to Approved.

It seems like alert only works for the format (B). when email address is captured in full email format either by scenario 1 or 2, it does not trigger alerts.

Tested, when the requestor email is in the format (B), alert works. But this creates the problem, coz then everyone must access the actual sheet to update the requestor name, not via webform submission.

Please help.


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @ozjean


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

    I hope that helps!

    Have a fantastic week & Happy Holidays!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭

    Hi @ozjean 

    Hope you are fine, to make automation trigger and send Email to the user Email you need to define this field as "contact type" and you must define the automation condition. if you share a copy of the same sheet with some sample data ( no sensitive data ) i will prepare the automation for you and configure all column types then you can do the same configuration on your original sheet.

    PMP Certified

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  • ozjean

    How do i share the sheet with you? Any email address i can share the sheets with you?