Email User Completed Form

Shah_0614 · 11/06/19

I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address. I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered and email a confirmation message to the user that it has been completed, is this possible in Smartsheets? if so can someone please guide me through it or advise the best way to achieve the desired objective I am looking to do.

Andrée Starå · 11/07/19

Hi Shah,

Yes!

In short, make sure the column with the email address is a contact type column. Set up an Automation Workflow to trigger and send an Alert to that column's email address when the checkbox or similar is checked.

Would that work? Let me know if you need further help!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Andrée Starå · 11/07/19

Hi Shah,

Yes!

In short, make sure the column with the email address is a contact type column. Set up an Automation Workflow to trigger and send an Alert to that column's email address when the checkbox or similar is checked.

Would that work? Let me know if you need further help!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Shah_0614 · 04/30/20

Thank you Andree!

Andrée Starå · 05/06/20

@Shah_0614

You're more than welcome!

Email User Completed Form

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