Email as form field and for copy of responses

jim.wilson94326
edited 12/09/19 in Smartsheet Basics

My organization has just started using Smartsheet and I created my first form. I have a required "Email" field. I also enable the submitter the option to receive a email copy of their submission, which also requires an email. I announced the form and asked for feedback. Immediate and understandable feedback was, "Why do I need to enter my email address twice?"

So, how do I configure a form to require an email address and have that address used by "Send me a copy of my responses"?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jim,

    Unfortunately, it's not possible at the moment to change anything when it comes to the "Send me a copy of my response" field, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    As a workaround, you could set up an automation rule that would send out a copy of the form automatically. You could write in the description that they don't need to use the other one.

    Would that work?

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    I was thinking something along the lines of creating your own checkbox column asking if they want a copy. Don't include the built in form option. Then set up an automation to send the row as an Alert whenever a new row is added and that box is checked.

    thinkspi.com

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Ah yes, forgot that you can remove it.

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrea Westrich
    Andrea Westrich ✭✭✭✭✭

    @Andrée Starå,

    How would you set up the automatic email? You said, As a workaround, you could set up an automation rule that would send out a copy of the form automatically. You could write in the description that they don't need to use the other one. How do I do this with a form?

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Andrea Westrich

    Form submissions create rows in the underlying sheet. Based on this, I believe @Andrée Starå is talking about setting up an Alert Workflow (see here) so that when a new row is added to a sheet you automatically send an email out to the address in a specific cell, the address that was filled in from the form.

    Keep in mind that email field would need to be a Contact Column in order for the alert to use it in the Action Block.

    Then for the description, you can add this to the form itself, like so:


    @Andrée Starå please feel free to let me know if I'm wrong! 🙂

    Cheers,

    Genevieve