Receive a copy of the completed form in the same format that person filling it out receives

John Stracquatanio

We have vendors fill out survey information for us, but the format that the vendor receives their "send me a copy of responses" is a much better format than we receive as a workflow notification. We have dozens of optional fields and they receive only the fields they filled out. We would like to also have that format come in to us. Does anyone know how to do that? Currently I have to do a generate PDF fillable form to at least get it to a format to use and it takes an enormous amount of time to customize each one.

Andrée Starå

Hi @John Stracquatanio

I hope you're well and safe!

You could add a Workflow with an alert that only includes the columns used in the form and send it for received submissions.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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