form and automation issue

edited 04/22/21 in Using Smartsheet
04/22/21 Edited 04/22/21
Answered - Pending Review

J’ai créé un formulaire mais j’ai plusieurs problèmes :

- Lorsque le formulaire est envoyé à un contact, il reçoit un e-mail qui n’a pas le même que celui que j’ai créé dans l’automatisation

- toutes les lignes sont jaunes dans l’e-mail

- la personne qui fabrique/complète le formulaire que son nom n’apparaît pas dans l’e-mail. Le nom qui apparaît est le nom de la personne qui a créé la Smartsheet

- 2 mails sont envoyés lorsqu’un formulaire est envoyé


*Translated by Google Translate:

I created a form but am having several problems:

- When the form is sent to a contact, they receive an email that is not the same as the one I created in the automation

- all lines are yellow in the email

- the person who makes / completes the form that their name does not appear in the email. The name that appears is the name of the person who created the Smartsheet

- 2 emails are sent when a form is sent

Answers

  • KrissiaKrissia mod
    edited 04/27/21

    Hi @AYNUR DILEK ,

    - When the form is sent to a contact, they receive an email that is not the same as the one I created in the automation

    - all lines are yellow in the email


    When it comes to sharing a form to your users, you may do so by checking out the image below on this.

    Visit here: Manage and Distribute a Form


    However, when you use automation to setup an automatic email to be sent to users to fill out a form, you want to make sure that you have "Message Only" selected so that way, you dont see the "lines in yellow." The lines in yellow means that these were the changes/added made in the sheet.

     

    The screenshot below is the setup to show lines in yellow. You should use "Message Only"

     

    When you use "Message Only", the email the user will receive will look like the image below.

     

    To explain the question you have with "the person who makes / completes the form that their name does not appear in the email. The name that appears is the name of the person who created the Smartsheet" - In most cases, the name you’ll see in the message will be the name of the person who triggered the change—that is, the person who made a change to the sheet that caused the notification to be sent to you. In all other cases, the name used is the name of the person who owns the sheet (the sheet owner).

     

    Visit the link here: Overview of Automated Notifications Sent Via Smartsheet for further details on this information.

     

    We may need additional information as to what 2 emails are sent when a form is sent. This could be triggered by multiple reasons.

    • An automation you had setup when everytime something is being submitted in the sheet where the form is coming from, send an email notification
    • A user prompted to receive a confirmation email after they have submitted the form
    • An automation you setup when a form is completed, send an email notification

     

    I recommend visiting the following links below for additional guideline on this topic.

     

    If the aforementioned information doesnt answer your questions, please provide us additional information such as screenshots of your workflow setup and what the user is receiving.

     

    Cheers,

    Krissia

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