Using workflow, is there a way to automate the email notification w/o manual adding the recipient?

Stella Marie Espedido

I'm using the automated workflow for one of my trackers, that when it's approved, it will alert someone as an automated email to the requestor, however since the details are from my Smartsheet Form intake, I will have to manually input the requestor's email or their Smartsheet user name to the selected column for it to work. Is there a way that the workflow "alert someone" "send to contacts in a cell" be updated from the form itself? what do I need to do or change in my form or workflow?

Andrée Starå

Hi @Stella Marie Espedido

If you set the form that the user has to be logged in, you can collect the email from the Created By column and use that. If they don't have a Smartsheet account, you can add a field to add their email and use that instead.

Make sense?

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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Stella Marie Espedido

Thank you Andree, however on the step 2 for non-smartsheet user yet, how can they add their email to the form if the first step is to log in? can they still open the form and submit a response?

Andrée Starå

@Stella Marie Espedido

Happy to help!

No, if it's set that they need to be logged in, they won't be able to access it if they're not logged in.

Make sense?