Generating Workflow from One Worksheet to Activate Form on Second Worksheet

Jerry Tweedy

I have a Smartsheet designed to track the status of work in a business process. At the last step, I want to generate a workflow that will send a survey created in a second smartsheet to each participate. Is there are guide or information on how to set this up?

Paul Newcome

You would need to set up an alert to be triggered once the final step has been included then add the Form URL to the custom text portion of the alert.

Paul Newcome

You would need to set up an alert to be triggered once the final step has been included then add the Form URL to the custom text portion of the alert.

Jerry Tweedy

Thanks! I think this will do exactly what I need it to do.

Paul Newcome

Happy to help. 👍️