Forms & Contacts - 2 Questions

Cheryl Collins

I have a couple of questions:

1). When a form is completed, you can get a copy sent to yourself. Is there a way it can be sent to multiple people? Our use case is: A file review form is completed and the completed form is sent to the lawyer so, they can file it in the matter folder however, this isn't being done so ideally we could do with the completed form also being sent to the file review to file the form themselves

2). I know that contacts can hold email, telephone number and job titles but, is there a way to display all of that detail in a contact sheet format? We are using smartsheets to project manage some of our legal matters and would like to show the project teams contact details on the tracking dashboard that our clients have access to

Any ideas on how I can do either of these things would be great, if they are possible.

TIA

Cheryl

Bassam Khalil

Hi @Cheryl Collins

Hope you are fine, the following is for your questions:

1- when the form is completed the available option is to send a copy to your self ( the form Editor ), but for your case you can play around in deferent way:

a- you can design a workflow in your intake sheet to send any data you select from the new submitted row ( the form data ) to anyone.

b- you can design a filtered report by current user option to make your lawyer check only the new submitted rows ( i prefer this option because you will avoid drowning your lawyer inbox with notification emails)

2- yes you can do that but please supply a screenshot for the format you need to show and the source data sheet ( after removing any sensitive data ) and i will create it for you.