Using workflow, is there a way to automate the email notification w/o manual adding the recipient?
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?
Answers
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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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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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?
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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?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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