Triggering a form to be sent to users after they fill in data in Dynamic View

User251
User251 ✭✭✭✭✭
edited 04/28/22 in Smartsheet Basics

Hi. How can I create a workflow that does the following :

Once a user fills in data in the dynamic view of sheet1, a form will be sent to them from sheet 2?

Thanks.

Best Answer

  • Mike TV
    Mike TV ✭✭✭✭✭✭
    Answer ✓

    Will an email with a link to the form work? When you're in the Manage Forms area you can copy the URL to the form. Then you can setup an automation to send them an email which contains the link to the form when they fill in data in your dynamic view. That's the best I can think of since you can't automate forms really.

Answers

  • Mike TV
    Mike TV ✭✭✭✭✭✭
    Answer ✓

    Will an email with a link to the form work? When you're in the Manage Forms area you can copy the URL to the form. Then you can setup an automation to send them an email which contains the link to the form when they fill in data in your dynamic view. That's the best I can think of since you can't automate forms really.

  • User251
    User251 ✭✭✭✭✭

    Thank you so much @Matt C. Yes sending the form link in an email works! Thanks.