Alert Emails when somebody summited a form

Aylin Turan

Hi all

need some advise. We created a form in SmartSheet. Its a resource request form. The thing is, we do not get any alert email if a new request has been submitted. Can we change that. Please can you write steps in bullet points? I didn`t find in other QAs a answer to this. Thanks so much.

Alyson Harris

Hi, we did something like this.

First, we assigned a default status to the form of "new" - so when a form is submitted it automatically gets that status (and the field is hidden from the form).

• add the field to your form, then on the right side panel, slide the button to Hidden, and assign a default value.

Then using the Automations feature, we set up an automatic alert for a team member to be alerted when a row was added with the status of "new".

The Automation trigger is then "when rows are added and status is new", action is "alert someone".

Hope that helps!

Alyson Harris

Hi, we did something like this.

First, we assigned a default status to the form of "new" - so when a form is submitted it automatically gets that status (and the field is hidden from the form).

• add the field to your form, then on the right side panel, slide the button to Hidden, and assign a default value.

Then using the Automations feature, we set up an automatic alert for a team member to be alerted when a row was added with the status of "new".

The Automation trigger is then "when rows are added and status is new", action is "alert someone".

Hope that helps!

Aylin Turan

Hi Alyson

WOW!!! Cool, Thanks for the feedback. Seems to work ;)

Just had to try a few times but looks good now.

Many Many thanks again!!!!😍