Sharing a copy of a filled form with the respondent and other users

User251

After a form is filled in, a respondent can select the option of receiving a copy of te form. How can I share the copy of the filled form with someone else?

Andrée Starå

Hi @User251

I hope you're well and safe!

You can set up a Workflow with an alert combined with the placeholder feature to send a copy to someone else when the form is submitted.

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

Hi @User251

I hope you're well and safe!

You can set up a Workflow with an alert combined with the placeholder feature to send a copy to someone else when the form is submitted.

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!

User251

Thanks, Andrée. Your answer was very helpful. I noticed , however, that when creating the workflow, the link to the main sheet is always included. How can I prevent the respondent and anyone else who needs to receive a copy of the form from accessing the link to the main sheet. The only options that are available when sharing fields through a workflow are: 1. links to sheet and all fields, 2. links to sheet and specific fields, and 3. message only.

Andrée Starå

@User251

Excellent!

You're more than welcome!

How did it go? Did you manage to get something set up?

✅Remember! 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!

ShellKnight

Hi Andrée, can you please give me an example of how to set up the automatic workflow to provide a copy of the completed form with additional users.

thanks

Shell