Alert Emails when somebody summited a form

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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.

Best Answer

  • Alyson Harris
    Alyson Harris ✭✭✭
    edited 06/07/21 Answer ✓
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    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!

Answers

  • Alyson Harris
    Alyson Harris ✭✭✭
    edited 06/07/21 Answer ✓
    Options

    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
    Aylin Turan ✭✭✭
    Options

    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!!!!😍

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