Create Smartsheet Contacts based on Form Response

Alex Knisely

Hello All,

I want to create a form for external use. Depending on the responses on the form I want to send additional forms to the submitter. If I collect the submitters first, last, and email via the form, is there a way to them complete a Contacts Field automatically?

Thanks,

Alex

Alex Knisely

I believe the solution for this is to include a 'Contact' style field on a form and use validation to ensure an email is entered.

Meg Y

@Alex Knisely - Create a contact column in your intake sheet. When adding it to the form, set the validation to email and make it required.

Andrée Starå

Hi @Alex Knisely

I hope you're well and safe!

To add to Meg's excellent advice/answer.

Have them submit the initial form and use Workflows combined with the automated Update Requests Action to fill in the rest.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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