How to receive a copy of all forms submitted

Stacy Meadows

Afternoon,

Any one know if there is a way to receive a copy of all forms submitted in the same format as the person who submitted the form would if they requested an emailed copy???

Help would be appreciated :)

Andrée Starå

Hi @Stacy Meadows

I hope you're well and safe!

You could add a Workflow with an Alert that would send a copy to an email or copy the row to another sheet to have the initial values.

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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Stacy Meadows

Afternoon,

Thank you for your rapid response :)

I am very good thank you, I hope you are well too?

My manager wants a copy in the form format or email form submission format not the sheet format...

I'm rather new to smart sheets and thought there must be a way for it to email form even if it is to me as the owner and I forward it on to my manager.

Your help is much appreciated.

Take care & stay safe

:)

Andrée Starå

@Stacy Meadows

Happy to help!

I'm excellent and glad to hear that you're well!

There are a couple of options.

• Set up an auto-forward rule in your email program
• Have a Workflow send a copy of each submission
• Send the row manually that can also be saved as a PDF
• Use the Document Builder feature to create a copy in PDF

I'd recommend the second option because it's the easiest. None of the options will look the same, but either one of them should work, I think.

What do you think?

Would any of those options work?

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Stacy Meadows

Any chance of walking me through the second option please :)

Stacy Meadows

Alternatively is there a formula I can use, so that when a new entry happens it send only the non blacks columns in that row??

My boss originally was using a word document so they want it neatly in a table for each separate submission to them.

Andrée Starå

@Stacy Meadows

Happy to help!

Try something like this. (you can add Subject and Message if you'd like)

Did that work/help?

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Stacy Meadows

Hi

That is much better :)

Is there a way I can set the day of the week and time? (I can set it weekly under workflow, however it does not give options like friday at 13:00)

Thank you so much for all the help

Andrée Starå

@Stacy Meadows

Excellent!

You're more than welcome!

• If you want the "exact" copy, it needs to be triggered immediately, but maybe you could use a report to show them together?
• Otherwise, you could set the Alert to trigger whenever and recurring, but it wouldn't look like the form. You can set it to trigger every Friday at 13:00 (see below).

Would that work?

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Stacy Meadows

Thank you :)

Andrée Starå

@Stacy Meadows

I'm always happy to help!

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Jeremy W.

Created by column seems to be my answer.