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
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.
-
@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! -
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
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63K Get Help
- 379 Global Discussions
- 213 Industry Talk
- 442 Announcements
- 4.6K Ideas & Feature Requests
- 140 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 305 Events
- 34 Webinars
- 7.3K Forum Archives