Automation + forms

Frederik Soerensen

Hello.

Is there a way to utilize both automation and forms?

ideally, I want to create a workflow which is triggered weekly or whenever certain changes have been made. I would then want the workflow to sent out a created form to certain people.

Is this possible, or is there another way to accomplish my goal?

Andrée Starå

Hi @Frederik Soerensen

I hope you're well and safe!

Yes, you can add the form link to the Workflow.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

@Frederik Soerensen

Happy to help!

Here's where you'll find the link to the form.

Here's more information on how you can add it to the Workflow.

https://help.smartsheet.com/articles/2479256-customize-the-content-of-your-alerts-and-requests

Make sense?

Andrée Starå

Hi @Frederik Soerensen

I hope you're well and safe!

Yes, you can add the form link to the Workflow.

Would that work/help?

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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Frederik Soerensen

Hello, thank you for the quick answer.

How would I do that?

Andrée Starå

@Frederik Soerensen

Happy to help!

Here's where you'll find the link to the form.

Here's more information on how you can add it to the Workflow.

https://help.smartsheet.com/articles/2479256-customize-the-content-of-your-alerts-and-requests

Make sense?