Create Smartsheet Contacts based on Form Response

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

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Answers

  • 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
    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.

    Meg Young
    mmyoungconsulting@gmail.com

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!

  • Andrée Starå
    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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